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Managed Portfolio Ser shares owned by Sunbelt Securities

Quarter-by-quarter ownership of Managed Portfolio Ser shares owned by Sunbelt Securities from 13F filings

Historical chart of Sunbelt Securities investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Ser by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $402k 16k 25.29

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Exxon Mobil Corp Stock (XOM)
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View all positions for Sunbelt Securities

Top funds holding Managed Portfolio Ser

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

View all funds holding Managed Portfolio Ser