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Series Portfolios Tr shares owned by Kerntke Otto McGlone Wealth Management Group

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Kerntke Otto McGlone Wealth Management Group from 13F filings

Historical chart of Kerntke Otto McGlone Wealth Management Group investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Kerntke Otto McGlone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Kerntke Otto McGlone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 54k 26.88

More positions owned by Kerntke Otto McGlone Wealth Management Group

Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Proshares Tr S&p Mdcp 400 Div (REGL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Wheaton Precious Metals Corp (WPM)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Kerntke Otto McGlone Wealth Management Group

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