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Series Portfolios Tr shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.3k 200 31.40
2024-06-30 $6.0k 200 30.01

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

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