Who owns SERIES PORTFOLIOS TR?
- Ticker: KRUZ
- CUSIP Number: 81752t494
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 |
|---|---|---|---|---|---|
| Flow Traders US | 25k | $791k | 208% | Sep 2024 |
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| HighTower Advisors | 7.3k | $221k | 0% | Jun 2024 |
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| Cornerstone Planning Group | 1.7k | $53k | 100% | Sep 2024 |
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| Concord Wealth Partners | 355.00 | $11k | 100% | Sep 2024 |
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| WR Wealth Planners | 200.00 | $6.3k | 0% | Sep 2024 |
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| Hollencrest Securities | 177.00 | $5.6k | 0% | Sep 2024 |
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| Parallel Advisors | 128.00 | $4.0k | 100% | Sep 2024 |
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| EverSource Wealth Advisors | 117.00 | $3.7k | 139% | Sep 2024 |
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| LRI Investments | 100.00 | $3.3k | 100% | Sep 2024 |
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| CWM | 61.00 | $2.0k | 100% | Sep 2024 |
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| Simplex Trading | 61.00 | $999.997400 | 100% | Sep 2024 |
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| Northwest Capital Management | 61.00 | $1.9k | 100% | Sep 2024 |
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| Harbour Investments | 10.00 | $317.000000 | 0% | Sep 2024 |
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| Rise Advisors | 10.00 | $317.000000 | 0% | Sep 2024 |
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| Larson Financial Group | 5.00 | $157.000000 | 100% | Sep 2024 |
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| Robbins Farley | 1.00 | $32.000000 | 100% | Sep 2024 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Royal Bank of Canada | Jun 2024 | 95.00 | $3.0k |