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Portillos shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Portillos

Tip: Access up to 7 years of quarterly data

All positions including Portillos held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portillos by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $182k 11k 15.93

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Mariner Wealth Advisors

Top funds holding Portillos

Orbis Allan Gray
Vanguard Group
William Blair $ Company
Samlyn Capital
Principal Financial Group
Franklin Resources
Marshall Wace
Asset Management Investors
Emerald Advisers
Emerald Mutual Fund Advisers, Trust
Kornitzer Capital Management
Dimensional Fund Advisors
Citadel Advisors
Point72 Asset Management
Select Equity

View all funds holding Portillos