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Managed Portfolio Ser tortoise wtr shares owned by Orion Portfolio Solutions

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

Historical chart of Orion Portfolio Solutions 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 Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
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

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View all positions for Orion Portfolio Solutions

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