Purchases and Sales Made in Q4 2024 in Series Portfolios Tr Adaptiv S (ADPV)
This table provides information about the institutional ownership of Series Portfolios Tr Adaptiv S (ADPV) during Q4 2024. The information is specifically focused on institutions that hold shares of SERIES PORTFOLIOS TR ADAPTIV S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
148K+ 7.54% |
N/A
|
2.1M
$0
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.11KNew |
N/A
|
6.11K
$0
|