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Series Portfolios Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9M 258k 26.88

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Series Portfolios Tr

Bienville Capital Management
Schechter Investment Advisors
Guardian Financial Partners
AE Wealth Management
Knott David M Jr
Black Swift Group
Gradient Investments
Atria Investments
Carnick & Kubik
Almanack Investment Partners
Jpmorgan Chase & Co
Brookstone Capital Management
Jane Street
Empowered Funds
Valeo Financial Advisors

View all funds holding Series Portfolios Tr