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Series Portfolios Tr shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 10k 26.82

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Dimensional International Value Etf Etf (DFIV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Oreilly Automotive Stock (ORLY)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)

View all positions for Farther Finance Advisors

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Goldman Sachs Group
Kovitz Investment Group Partners
Guardian Financial Partners
Black Swift Group
Wright Fund Managment
Brookstone Capital Management
Ball & Co Wealth Management
State of New Jersey Common Pension Fund D
Gradient Investments
Kestra Advisory Services
Bienville Capital Management
Carmel Capital Partners
Stifel Financial

View all funds holding Series Portfolios Tr