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Managed Portfolio Ser tortoise wtr shares owned by Clayton Financial Group

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr (EBLU) shares owned by Clayton Financial Group from 13F filings

Historical chart of Clayton Financial Group investment in Managed Portfolio Ser tortoise wtr

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser tortoise wtr held by Clayton Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser tortoise wtr by Clayton Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $870k 19k 46.72
2023-12-31 $709k 16k 43.82

More positions owned by Clayton Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Clayton Financial Group

Top funds holding Managed Portfolio Ser tortoise wtr

Jane Street
WCG Wealth Advisors
Colorado Capital Management
Orion Portfolio Solutions
Clayton Financial Group
Phoenix Wealth Advisors
Mariner Wealth Advisors
Mission Creek Capital Partners
Harel Insurance Investments & Financial Services
Raymond James Financial Services Advisors
Citadel Advisors
Walkner Condon Financial Advisors
Bank Of Montreal
Colony
Summit Investment Advisors

View all funds holding Managed Portfolio Ser tortoise wtr