Schechter Investment Advisors »

Series Portfolios Tr shares owned by Schechter Investment Advisors

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

Historical chart of Schechter Investment Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Series Portfolios Tr by Schechter Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 1.0M 26.88
2024-06-30 $22M 817k 26.94
2024-03-31 $16M 587k 26.80
2023-12-31 $8.5M 321k 26.40

More positions owned by Schechter Investment Advisors

Apple Stock (AAPL)
Ares Acquisition Corp Ii Shs Class A Stock (AACT)
Vanguard Value Etf Etf (VTV)
Merck & Co Stock (MRK)
Agriculture & Nat Sol Acq Corp Shs Cl A Stock (ANSC)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Growth Etf Etf (VUG)
Vanguard Total International Stock Etf Etf (VXUS)
Nabors Energy Transition Corp Cl A Stock (NETD)
Microsoft Corp Stock (MSFT)
Panagram Bbb-b Clo Etf Etf (CLOZ)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Haymaker Acquisition Corp Iv Class A Stock (HYAC)
Legato Merger Corp Iii Ord Stock (LEGT)

View all positions for Schechter Investment 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