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Managed Portfolio Ser tortoise wtr shares owned by Clayton Financial Group

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

Historical chart of Clayton Financial Group investment in Managed Portfolio Ser tortoise wtr

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All positions including Managed Portfolio Ser tortoise wtr held by Clayton Financial Group 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 Clayton Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 21k 50.12
2024-06-30 $893k 19k 46.72
2024-03-31 $870k 19k 46.72
2023-12-31 $709k 16k 43.82

More positions owned by Clayton Financial Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&P SML 600 GWT (IJT)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Clayton Financial Group

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