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Series Portfolios Tr shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Perigon 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 73k 27.07