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Series Portfolios Tr shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.3M 234k 26.88

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)

View all positions for Mariner Wealth Advisors

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