Managed Portfolio Series shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Managed Portfolio Series (KAMO) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Managed Portfolio Series
Tip: Access up to 7 years of quarterly data
All positions including Managed Portfolio Series held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Managed Portfolio Series by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 58k | 25.03 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors