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Managed Portfolio Ser tortoise wtr shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 33k 43.83
2023-09-30 $1.4M 35k 40.43
2023-06-30 $1.5M 35k 41.11
2023-03-31 $1.2M 31k 39.60
2022-12-31 $1.1M 31k 36.79
2022-09-30 $1.0M 31k 32.90
2022-06-30 $2.0M 34k 60.00

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View all positions for WCG Wealth Advisors

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