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Managed Portfolio Ser tortoise wtr shares owned by Phoenix Wealth Advisors

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr (EBLU) shares owned by Phoenix Wealth Advisors from 13F filings

Historical chart of Phoenix Wealth Advisors 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 Phoenix Wealth Advisors 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 Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $853k 18k 46.72

More positions owned by Phoenix Wealth Advisors

Microsoft Corporation (MSFT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p Us Gwt (IUSG)
Apple (AAPL)
Eaton Corp SHS (ETN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Marathon Petroleum Corp (MPC)
Merck & Co (MRK)
Home Depot (HD)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)

View all positions for Phoenix Wealth Advisors

Top funds holding Managed Portfolio Ser tortoise wtr

Jane Street
WCG Wealth Advisors
Colorado Capital Management
LPL Financial
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
Boston Financial Mangement
Citadel Advisors
Walkner Condon Financial Advisors
Atlantic Trust

View all funds holding Managed Portfolio Ser tortoise wtr