Series Portfolios TR
13F holders, Q4 2024 (December 31)1holders −38
0new positions
40sold out
$38.58avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Series Portfolios TR in their 13F filings, down 38 from Q3 2024. 0 opened new positions and 40 sold out. The largest holder was Kings Path Partners LLC ($4K).
- Company
- Series Portfolios TR
- CUSIP
- 81752T510
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 40 | $10.3M |
All 13F filers, Q3 2024 → Q4 2024: 26 shares bought and 275,280 shares sold, net −275,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Kings Path Partners LLC | 0.00% | Add +36.6% | 97 | $4K |
"% 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.