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Series Portfolios Tr shares owned by Napa Wealth Management

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

Historical chart of Napa Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $417k 16k 26.88

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

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