SERIES PORTFOLIOS TR's ticker is and the CUSIP is 81752T619. A total of 10 filers reported holding SERIES PORTFOLIOS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,140 | -5.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,755 | -1.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,965 | -4.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,569 | +14.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -15.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ORG Partners LLC | 45,861 | $1,107,543 | 0.27% |
| ROVIN CAPITAL /UT/ /ADV | 14,788 | $354 | 0.17% |
| Sunbelt Securities, Inc. | 23,440 | $555,528 | 0.09% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 28,739 | $687,724 | 0.08% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 557 | $13,324 | 0.02% |
| MML INVESTORS SERVICES, LLC | 61,167 | $1,464 | 0.01% |
| OSAIC HOLDINGS, INC. | 158,913 | $3,802,770 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 45,969 | $1,100,038 | 0.00% |
| Avior Wealth Management, LLC | 500 | $11,965 | 0.00% |
| Advisory Services Network, LLC | 278 | $6,650 | 0.00% |