Who owns SERIES PORTFOLIOS TR?

Tip: Access positions for across all investors

Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Series Portfolios Tr stock

Who bought or sold SERIES PORTFOLIOS TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Client First Investment Management 1.9M $56M 100% Mar 2024
 View chart
Susquehanna International 24k $711k 100% Mar 2024
 View chart
IFP Advisors 3.9k $97k 0% Dec 2023
 View chart

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