Who owns SERIES PORTFOLIOS TR?
- Ticker: ADPV
- CUSIP Number: 81752t536
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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 |
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Client First Investment Management | 1.9M | $56M | 100% | Mar 2024 |
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Susquehanna International | 24k | $711k | 100% | Mar 2024 |
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IFP Advisors | 3.9k | $97k | 0% | Dec 2023 |
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Who sold out of Series Portfolios Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
HBK Sorce Advisory | Dec 2023 | 72k | $1.8M |
Gts Securities | Dec 2023 | 18k | $459k |
Atlantic Trust | Sep 2023 | 17k | $416k |