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Managed Portfolio Ser tortoise wtr shares owned by Equitable Holdings

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

Historical chart of Equitable Holdings 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 Equitable Holdings 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 Equitable Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 25k 46.71
2023-12-31 $1.1M 25k 43.82
2023-09-30 $811k 21k 38.03
2023-06-30 $745k 18k 41.20
2023-03-31 $730k 18k 40.40
2022-12-31 $640k 18k 36.65
2021-06-30 $300k 6.8k 44.37

More positions owned by Equitable Holdings

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Morningstar Grwt (ILCG)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Inf Tech Etf (VGT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)

View all positions for Equitable Holdings

Top funds holding Managed Portfolio Ser tortoise wtr

Jane Street
WCG Wealth Advisors
Colorado Capital Management
Equitable Holdings
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

View all funds holding Managed Portfolio Ser tortoise wtr