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Managed Portfolio Ser tortoise wtr shares owned by Equitable Holdings

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

Historical chart of Equitable Holdings investment in Managed Portfolio Ser tortoise wtr

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All positions including Managed Portfolio Ser tortoise wtr held by Equitable Holdings 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 Equitable Holdings

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 31k 45.29
2024-03-31 $1.2M 25k 46.71
2023-12-31 $1.1M 25k 43.82
2023-09-30 $811k 21k 38.03
2023-06-30 $745k 18k 41.20
2023-03-31 $730k 18k 40.40
2022-12-31 $640k 18k 36.65
2021-06-30 $300k 6.8k 44.37