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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

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Quarterly 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