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Series Portfolios Tr shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7k 117 31.39
2024-06-30 $1.5k 49 30.82

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

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