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Managed Portfolio Ser tortoise wtr shares owned by Boston Financial Mangement

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr (EBLU) shares owned by Boston Financial Mangement from 13F filings

Historical chart of Boston Financial Mangement investment in Managed Portfolio Ser tortoise wtr

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser tortoise wtr held by Boston Financial Mangement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser tortoise wtr by Boston Financial Mangement

Quarter filed Position value Share count Share price at filing
2024-03-31 $429k 9.2k 46.72
2023-09-30 $377k 9.9k 38.04
2023-06-30 $368k 8.9k 41.20
2023-03-31 $346k 8.7k 39.59
2022-12-31 $231k 6.3k 36.78

More positions owned by Boston Financial Mangement

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Broadridge Financial Solutions (BR)
Visa Com Cl A (V)
Sherwin-Williams Company (SHW)
Mastercard Incorporated Cl A (MA)
Cme (CME)
W.R. Berkley Corporation (WRB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Brown & Brown (BRO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ferguson SHS (FERG)

View all positions for Boston Financial Mangement

Top funds holding Managed Portfolio Ser tortoise wtr

Jane Street
WCG Wealth Advisors
Colorado Capital Management
LPL Financial
Orion Portfolio Solutions
Clayton Financial Group
Phoenix Wealth Advisors
Mariner Wealth Advisors
Mission Creek Capital Partners
Harel Insurance Investments & Financial Services
Raymond James Financial Services Advisors
Boston Financial Mangement
Walkner Condon Financial Advisors
Atlantic Trust
Bank Of Montreal

View all funds holding Managed Portfolio Ser tortoise wtr