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Managed Portfolio Ser tortoise wtr shares owned by Colorado Capital Management

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr (EBLU) shares owned by Colorado Capital Management from 13F filings

Historical chart of Colorado Capital Management 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 Colorado Capital Management 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 Colorado Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 33k 46.72
2023-12-31 $1.3M 30k 43.82
2023-09-30 $1.0M 27k 38.02
2023-06-30 $844k 21k 41.19
2023-03-31 $514k 13k 39.60

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Manager Directed Portfolios Vert Glb Sust Re (VGSR)
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View all positions for Colorado Capital Management

Top funds holding Managed Portfolio Ser tortoise wtr

Jane Street
WCG Wealth Advisors
Colorado Capital Management
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
Citadel Advisors
Walkner Condon Financial Advisors
Bank Of Montreal
Colony
Summit Investment Advisors

View all funds holding Managed Portfolio Ser tortoise wtr