Who owns SERIES PORTFOLIOS TR?
- Ticker: ICAP
- CUSIP Number: 81752t619
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Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet
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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 | 162k | $4.0M | -43% | Dec 2023 |
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Gts Securities | 29k | $720k | 100% | Dec 2023 |
|
Sunbelt Securities | 7.4k | $185k | -22% | Mar 2024 |
|
UBS Group | 2.0k | $51k | 100% | Dec 2023 |
|
Absolute Investment Management | 597.00 | $15k | 2% | Dec 2023 |
|
Nelson, Van Denburg & Campbell Wealth Management | 500.00 | $13k | 0% | Dec 2023 |
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Creekmur Asset Management | 137.00 | $3.4k | 100% | Dec 2023 |
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Signature | 50.00 | $1.2k | 4% | Dec 2023 |
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Beacon Capital Management | 50.00 | $1.1k | 100% | Dec 2023 |
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Wells Fargo & Company | 1.00 | $17.000000 | 0% | Dec 2023 |
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