Who owns Managed Portfolio Ser tortoise wtr fd?
- CUSIP Number: 56167n753
Tip: Access positions for across all investors
Analyze quarterly positions in Managed Portfolio Ser tortoise wtr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Managed Portfolio Ser tortoise wtr stock
Who bought or sold Managed Portfolio Ser tortoise wtr fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Colorado Capital Management | 12k | $652k | -11% | Sep 2025 |
|
| CLS Investments | 7.3k | $388k | -3% | Sep 2025 |
|
| Advisor Group Holdings | 5.3k | $279k | -31% | Sep 2025 |
|
| Morgan Stanley | 2.3k | $122k | 100% | Jun 2025 |
|
| CWM | 1.4k | $74k | -69% | Sep 2025 |
|
| Global Retirement Partners | 303.00 | $16k | 194% | Sep 2025 |
|