Series Portfolios TR
13F holders, Q1 2024 (March 31)8holders
$30.26avg. 13F price*
At the end of Q1 2024, 8 institutions reported holding Series Portfolios TR in their 13F filings. The largest holders were Susquehanna International Group, LLP ($280K), HighTower Advisors, LLC ($222K) and Bank of Montreal ($125K).
- Company
- Series Portfolios TR
- CUSIP
- 81752T494
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $142K |
| Exits | 1 | $5K |
Ownership 8 holders
| Susquehanna International Group, LLP | 0.00% | Reduce -30.1% | 9,255 | $280K |
| HighTower Advisors, LLC | 0.00% | No change | 7,339 | $222K |
| Bank of Montreal | 0.00% | New | 4,117 | $125K |
| Concord Wealth Partners | 0.00% | New | 355 | $11K |
| Hollencrest Capital Management | 0.00% | New | 177 | $5K |
| Cwm, LLC | 0.00% | New | 24 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 10 | $306 |
| Harbour Investments, Inc. | 0.00% | New | 10 | $306 |
"% of holder's portfolio" is SERIES PORTFOLIOS TR's weight in each manager's 13F, not the share of Series Portfolios TR the manager owns.