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Managed Portfolio Ser tortoise wtr shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 23k 46.72
2023-09-30 $957k 25k 38.04
2023-06-30 $1.1M 27k 41.20
2023-03-31 $1.1M 29k 39.59
2022-12-31 $1.2M 32k 36.78
2022-09-30 $1.0M 32k 32.90
2022-06-30 $1.1M 32k 35.65
2022-03-31 $1.4M 34k 42.05
2021-12-31 $4.1M 81k 50.54
2021-09-30 $3.0M 66k 45.50
2021-06-30 $572k 13k 44.39
2021-03-31 $367k 8.8k 41.53