OSAIC HOLDINGS, INC. - SERIES PORTFOLIOS TR ownership

SERIES PORTFOLIOS TR's ticker is and the CUSIP is 81752T619. A total of 11 filers reported holding SERIES PORTFOLIOS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of SERIES PORTFOLIOS TR
ValueSharesWeighting
Q3 2023$6,370,920
+71.5%
285,948
+81.0%
0.01%
+28.6%
Q2 2023$3,714,308
-2.3%
157,987
-0.6%
0.01%0.0%
Q1 2023$3,802,770
+7.3%
158,913
+12.7%
0.01%0.0%
Q4 2022$3,545,625
+19.0%
141,034
+10.4%
0.01%0.0%
Q3 2022$2,980,000
+47.1%
127,701
+68.4%
0.01%
+75.0%
Q2 2022$2,026,000
+317.7%
75,810
+382.5%
0.00%
+300.0%
Q1 2022$485,00015,7120.00%
Other shareholders
SERIES PORTFOLIOS TR shareholders Q3 2023
NameSharesValueWeighting ↓
ORG Partners LLC 45,861$1,107,5430.27%
ROVIN CAPITAL /UT/ /ADV 14,788$3540.17%
Sunbelt Securities, Inc. 23,440$555,5280.09%
INFRASTRUCTURE CAPITAL ADVISORS, LLC 28,739$687,7240.08%
MACROVIEW INVESTMENT MANAGEMENT LLC 557$13,3240.02%
MML INVESTORS SERVICES, LLC 61,167$1,4640.01%
OSAIC HOLDINGS, INC. 158,913$3,802,7700.01%
ENVESTNET ASSET MANAGEMENT INC 45,969$1,100,0380.00%
Avior Wealth Management, LLC 500$11,9650.00%
Advisory Services Network, LLC 278$6,6500.00%
View complete list of SERIES PORTFOLIOS TR shareholders