Managed Portfolio Ser tortoise wtr shares owned by CLS Investments
Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr shares owned by CLS Investments
from 13F filings
Historical chart of CLS Investments investment in Managed Portfolio Ser tortoise wtr
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Quarterly reported holdings in Managed Portfolio Ser tortoise wtr by CLS Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 7.3k | 53.29 |
| 2025-06-30 | $396k | 7.5k | 52.91 |
| 2025-03-31 | $617k | 13k | 47.32 |
| 2024-12-31 | $492k | 11k | 46.92 |
| 2024-09-30 | $764k | 15k | 50.12 |
| 2024-06-30 | $771k | 17k | 45.29 |
| 2024-03-31 | $972k | 21k | 46.72 |
| 2023-12-31 | $1.1M | 25k | 42.95 |
| 2023-09-30 | $879k | 23k | 38.04 |
| 2023-06-30 | $1.4M | 35k | 41.20 |
| 2023-03-31 | $710k | 18k | 39.59 |
| 2022-12-31 | $665k | 18k | 36.79 |
| 2022-09-30 | $575k | 18k | 32.91 |
| 2022-06-30 | $628k | 18k | 35.64 |
| 2022-03-31 | $657k | 16k | 42.05 |
| 2021-12-31 | $796k | 16k | 50.37 |
| 2021-09-30 | $737k | 16k | 45.47 |
| 2021-06-30 | $735k | 17k | 44.42 |
| 2021-03-31 | $677k | 16k | 41.61 |
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