Series Portfolios Tr shares owned by Gradient Investments
Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Series Portfolios Tr
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All positions including Series Portfolios Tr held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Series Portfolios Tr by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 428k | 26.88 |
| 2024-06-30 | $11M | 402k | 26.94 |
| 2024-03-31 | $4.9M | 184k | 26.80 |
| 2023-12-31 | $4.1M | 157k | 26.40 |