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
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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 | $609k | 0% | Mar 2026 |
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| Hanson & Doremus Investment Management | 74.00 | $4.0k | 100% | Mar 2026 |
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Who sold out of Managed Portfolio Ser tortoise wtr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CLS Investments | Sep 2025 | 7.3k | $388k |
| Advisor Group Holdings | Sep 2025 | 5.3k | $279k |
| CWM | Sep 2025 | 1.4k | $74k |
| Global Retirement Partners | Sep 2025 | 303.00 | $16k |