Institutional Ownership Series Portfolios Tr Adaptiv S (ADPV)
This table provides information about the institutional ownership of Series Portfolios Tr Adaptiv S (ADPV). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 1.89 Million shares, which have been reported (via 13F filing form) to have a value of $0.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Client First Investment Management LLC
West Bend, WI |
Apr 19, 2024 Q1 2024 |
1,853,692
shares
|
$0
44.15% of portfolio
|
Q1 2024
Added 2.37%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
23,689
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 73.19%
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
May 14, 2024 Q1 2024 |
5,477
shares
|
$0
0.64% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
3,900
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 9.86%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|