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Series Portfolios TR

CUSIP: 81752T494 | 23 institutional holders

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2024

Flow Traders U.S. LLC25,211
0.0% of portfolio›$791
Bank of Montreal7,482
0.0% of portfolio›$234.7K
Cornerstone Planning Group LLC1,671
0.0% of portfolio›$52.9K
Concord Wealth Partners355
0.0% of portfolio›$11.1K
WR Wealth Planners, LLC200
0.0% of portfolio›$6.3K
Hollencrest Capital Management177
0.0% of portfolio›$5.6K
Parallel Advisors, LLC128
0.0% of portfolio›$4.0K
EverSource Wealth Advisors, LLC117
0.0% of portfolio›$3.7K
LRI Investments, LLC100
0.0% of portfolio›$3.3K
Simplex Trading, LLC61
0.0% of portfolio›$1
Northwest Capital Management Inc61
0.0% of portfolio›$1.9K
CWM, LLC61
0.0% of portfolio›$2
Harbour Investments, Inc.10
0.0% of portfolio›$317
Rise Advisors, LLC10
0.0% of portfolio›$317
Larson Financial Group LLC5
0.0% of portfolio›$157
Robbins Farley1
0.0% of portfolio›$32
Allworth Financial LP0
0.0% of portfolio›$4
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Flow Traders U.S. LLC
25,211$7910.0%ETFVery HighNew York, NY2024-11-14
Bank of Montreal
7,482$234.7K0.0%CoreMediumToronto, Australia2024-11-13
Cornerstone Planning Group LLC
1,671$52.9K0.0%ETFMediumFairfield, NJ2024-11-05
Concord Wealth Partners
355$11.1K0.0%GrowthLowAbingdon, VA2024-10-24
WR Wealth Planners, LLC
200$6.3K0.0%GrowthVery Low—2024-10-17
Hollencrest Capital Management
177$5.6K0.0%ETFLowNewport Beach, CA2024-11-01
Parallel Advisors, LLC
128$4.0K0.0%GrowthLowSan Francisco, CA2024-11-13
EverSource Wealth Advisors, LLC
117$3.7K0.0%CoreMediumBirmingham, AL2024-11-08
LRI Investments, LLC
100$3.3K0.0%CoreLowPalm Beach Gardens, FL2024-11-15
Simplex Trading, LLC
61$10.0%GARPVery HighChicago, IL2024-11-08
Northwest Capital Management Inc
61$1.9K0.0%GARPVery LowPortland, OR2024-10-15
CWM, LLC
61$20.0%GrowthVery LowOmaha, NE2024-10-08
Harbour Investments, Inc.
10$3170.0%ETFLowMadison, WI2024-11-04
Rise Advisors, LLC
10$3170.0%ETFMediumRochester, NY2024-10-11
Larson Financial Group LLC
5$1570.0%GrowthLowSt Louis, MO2024-11-12
Robbins Farley
1$320.0%CoreMediumBedford, NH2024-10-16
Allworth Financial LP
0$40.0%ETFLowFolsom, CA2024-10-23
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-10-10