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Managed Portfolio Ser tortoise wtr shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio Group investment in Managed Portfolio Ser tortoise wtr

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser tortoise wtr held by Custom Portfolio 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 Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $60k 1.3k 45.29
2024-03-31 $62k 1.3k 46.72
2023-12-31 $54k 1.2k 44.08

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Managed Portfolio Ser tortoise wtr

Jane Street
WCG Wealth Advisors
Natural Investments
Equitable Holdings
Clayton Financial Group
Colorado Capital Management
LPL Financial
Phoenix Wealth Advisors
Mariner Wealth Advisors
Harel Insurance Investments & Financial Services
Raymond James Financial
Archer Investment Management
Orion Portfolio Solutions
Envestnet Asset Management
Raymond James Financial Services Advisors

View all funds holding Managed Portfolio Ser tortoise wtr