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Managed Portfolio Ser shares owned by Castleview Partners

Quarter-by-quarter ownership of Managed Portfolio Ser shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $115k 4.5k 25.29

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Apple (AAPL)
Amgen (AMGN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Microsoft Corporation (MSFT)
Home Depot (HD)
Vaneck Etf Trust Clo Etf (CLOI)
Bristol Myers Squibb (BMY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Proshares Tr Pshs Ultra Qqq (QLD)

View all positions for Castleview Partners

Top funds holding Managed Portfolio Ser

Lakeview Capital Partners
Jane Street
J.w. Cole Advisors
Cambridge Investment Research Advisors
Castleview Partners
Jpmorgan Chase & Co

View all funds holding Managed Portfolio Ser