Who owns SERIES PORTFOLIOS TR?
- Ticker: KRUZ
- CUSIP Number: 81752t494
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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 |
---|---|---|---|---|---|
Susquehanna International | 9.3k | $280k | -33% | Mar 2024 |
|
HighTower Advisors | 7.3k | $222k | 0% | Mar 2024 |
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Bank Of Montreal | 4.1k | $125k | 100% | Mar 2024 |
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Concord Wealth Partners | 355.00 | $11k | 100% | Mar 2024 |
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Hollencrest Securities | 177.00 | $5.4k | 100% | Mar 2024 |
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CWM | 24.00 | $1.0k | 100% | Mar 2024 |
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Rise Advisors | 10.00 | $306.000000 | 0% | Mar 2024 |
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Who sold out of Series Portfolios Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
UBS Group | Dec 2023 | 164.00 | $4.5k |