Series Portfolios Tr shares owned by LPL Financial
Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Series Portfolios Tr
Tip: Access up to 7 years of quarterly data
All positions including Series Portfolios Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Series Portfolios Tr by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $15M | 583k | 26.48 |