Managed Portfolio Ser shares owned by Atria Investments
Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Managed Portfolio Ser
Tip: Access up to 7 years of quarterly data
All positions including Managed Portfolio Ser held by Atria Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Managed Portfolio Ser by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 175k | 25.53 |
| 2025-06-30 | $3.8M | 150k | 25.28 |
| 2025-03-31 | $3.1M | 130k | 23.96 |
| 2024-12-31 | $3.5M | 139k | 25.27 |