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Series Portfolios Tr shares owned by Guardian Financial Partners

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Guardian Financial Partners from 13F filings

Historical chart of Guardian Financial Partners investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Guardian Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 623k 26.80
2023-12-31 $11M 406k 26.40
2023-09-30 $9.4M 361k 26.14

More positions owned by Guardian Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Series Portfolios Tr Panagram Bbb B (CLOZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alps Etf Tr Smith Core Plus (SMTH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Guardian Financial Partners

Top funds holding Series Portfolios Tr

Bienville Capital Management
AE Wealth Management
Guardian Financial Partners
Black Swift Group
Schechter Investment Advisors
Gradient Investments
Klr Investment Advisors
Valeo Financial Advisors
Centennial Wealth Advisory
B.O.S.S. Retirement Advisors
Flow Traders US
Mid-American Wealth Advisory Group
Evoke Wealth
Wright Fund Managment
Branch Banking & Trust Company

View all funds holding Series Portfolios Tr