Baldwin Brothers »

Series Portfolios Tr shares owned by Baldwin Brothers

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

Historical chart of Baldwin Brothers investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Series Portfolios Tr by Baldwin Brothers

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 108k 26.88

More positions owned by Baldwin Brothers

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Blackstone Group Inc Com Cl A (BX)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)
Ishares Tr Tips Bd Etf (TIP)
Kla Corp Com New (KLAC)
Pepsi (PEP)
United Rentals (URI)
Waste Management (WM)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Nextera Energy (NEE)

View all positions for Baldwin Brothers

Top funds holding Series Portfolios Tr

Bienville Capital Management
Schechter Investment Advisors
State of New Jersey Common Pension Fund D
Guardian Financial Partners
Black Swift Group
AE Wealth Management
Knott David M Jr
Gradient Investments
Jane Street
Kovitz Investment Group Partners
Atria Investments
Envestnet Asset Management
Mariner Wealth Advisors
Carnick & Kubik
Almanack Investment Partners

View all funds holding Series Portfolios Tr