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Series Portfolios Tr shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Plante Moran 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $91k 3.0k 30.00

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
State Street Spdr S&p 500 Etf Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)

View all positions for Plante Moran Financial Advisors

Top funds holding Series Portfolios Tr

HighTower Advisors
UBS Group
Rockefeller Capital Management
Journey Strategic Wealth
Royal Bank of Canada
Enzi Wealth
Mount Yale Investment Advisors
Vestmark Advisory Solutions
Envestnet Asset Management
Garden State Investment Advisory Services
Platform Technology Partners
Raymond James Financial
Bramshill Investments
Axxcess Wealth Management
Harwood Advisory

View all funds holding Series Portfolios Tr