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 2.09 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 |
Aug 13, 2024 Q2 2024 |
1,923,240
shares
|
$0
45.19% of portfolio
|
Q2 2024
Added 3.75%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
143,561
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
21,978
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,995
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.4%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|