Who owns SERIES PORTFOLIOS TR?
- Ticker: ICAP
- CUSIP Number: 81752t619
Tip: Access positions for across all investors
Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Series Portfolios Tr stock
Who bought or sold SERIES PORTFOLIOS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Advisor Group Holdings | 88k | $2.4M | -1% | Dec 2024 |
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| Infrastructure Capital Advisors | 35k | $920k | 13% | Dec 2024 |
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| Old Mission Capital | 20k | $527k | 100% | Dec 2024 |
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| Steward Partners Investment Advisory | 1.0k | $26k | 0% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 600.00 | $16k | 0% | Dec 2024 |
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| Bank of America Corporation | 222.00 | $5.8k | 100% | Dec 2024 |
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| Albion Financial Group | 185.00 | $4.9k | 100% | Dec 2024 |
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| Beacon Capital Management | 56.00 | $1.5k | 2% | Dec 2024 |
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| Signature | 54.00 | $1.4k | 2% | Dec 2024 |
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| Archer Investment Corp | 53.00 | $1.4k | 2% | Dec 2024 |
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| WR Wealth Planners | 35.00 | $922.001500 | 0% | Dec 2024 |
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| Wells Fargo & Company | 2.00 | $47.000000 | 100% | Dec 2024 |
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| AE Wealth Management | 2.00 | $63.000000 | 100% | Dec 2024 |
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| Morgan Stanley | 1.00 | $47.000000 | -67% | Dec 2024 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Absolute Investment Management | Sep 2024 | 615.00 | $17k |