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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,515 | +23.2% | 112,893 | +30.0% | 0.01% | +27.3% |
| Q2 2023 | $2,042 | +39.5% | 86,860 | +42.0% | 0.01% | +10.0% |
| Q1 2023 | $1,464 | +2.9% | 61,167 | +8.1% | 0.01% | +11.1% |
| Q4 2022 | $1,423 | -99.9% | 56,592 | +24.7% | 0.01% | +12.5% |
| Q3 2022 | $1,059,000 | +43.9% | 45,394 | +64.9% | 0.01% | +33.3% |
| Q2 2022 | $736,000 | – | 27,527 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 33,940 | $756,183 | 0.09% |
| Sunbelt Securities, Inc. | 23,136 | $515,470 | 0.07% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 583 | $12,981 | 0.02% |
| MML INVESTORS SERVICES, LLC | 112,893 | $2,515 | 0.01% |
| OSAIC HOLDINGS, INC. | 285,948 | $6,370,920 | 0.01% |
| Avior Wealth Management, LLC | 500 | $11,140 | 0.00% |
| SIGNATUREFD, LLC | 48 | $1,077 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | $16 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| MORGAN STANLEY | 137 | $3,052 | 0.00% |