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Series Portfolios Tr shares owned by LRI Investments

Quarter-by-quarter ownership of Series Portfolios Tr (KRUZ) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3k 100 32.74

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

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