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Series Portfolios Tr shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Series Portfolios Tr (KRUZ) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 355 31.39
2024-03-31 $11k 355 30.25

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Short Treas Bd (SHV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding Series Portfolios Tr

Flow Traders US
HighTower Advisors
Cornerstone Planning Group
Concord Wealth Partners
WR Wealth Planners
Hollencrest Securities
Parallel Advisors
EverSource Wealth Advisors
LRI Investments
CWM
Simplex Trading
Northwest Capital Management
Harbour Investments
Rise Advisors
Larson Financial Group

View all funds holding Series Portfolios Tr