Series Portfolios Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Series Portfolios Tr (ICAP) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Series Portfolios Tr
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All positions including Series Portfolios Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Series Portfolios Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $71 | 3 | 23.67 |
| 2025-06-30 | $65 | 3 | 21.67 |
| 2025-03-31 | $61 | 2 | 30.50 |
| 2024-12-31 | $63 | 2 | 31.50 |