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Managed Portfolio Ser tortoise wtr shares owned by Atlantic Trust

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr (TBLU) shares owned by Atlantic Trust from 13F filings

Historical chart of Atlantic Trust investment in Managed Portfolio Ser tortoise wtr

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All positions including Managed Portfolio Ser tortoise wtr held by Atlantic Trust 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 Atlantic Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $421k 8.4k 50.12
2024-06-30 $384k 8.4k 45.69
2024-03-31 $389k 8.4k 46.36
2023-09-30 $320k 8.4k 38.04

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View all positions for Atlantic Trust

Top funds holding Managed Portfolio Ser tortoise wtr

WCG Wealth Advisors
Equitable Holdings
Colorado Capital Management
Clayton Financial Group
LPL Financial
Phoenix Wealth Advisors
Mariner Wealth Advisors
Jane Street
Orion Portfolio Solutions
Raymond James Financial Services Advisors
Atlantic Trust
Boston Financial Mangement
Walkner Condon Financial Advisors
Mission Creek Capital Partners
Summit Investment Advisors

View all funds holding Managed Portfolio Ser tortoise wtr