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Series Portfolios Tr shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $302k 11k 26.88
2024-06-30 $296k 11k 26.94

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View all positions for Sequoia Financial 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