Managed Portfolio Ser tortoise wtr shares owned by LPL Financial
Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr (TBLU) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial 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 LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Managed Portfolio Ser tortoise wtr by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 20k | 50.11 |
| 2024-06-30 | $865k | 19k | 45.29 |
| 2024-03-31 | $1.1M | 23k | 46.72 |
| 2023-09-30 | $957k | 25k | 38.04 |
| 2023-06-30 | $1.1M | 27k | 41.20 |
| 2023-03-31 | $1.1M | 29k | 39.59 |
| 2022-12-31 | $1.2M | 32k | 36.78 |
| 2022-09-30 | $1.0M | 32k | 32.90 |
| 2022-06-30 | $1.1M | 32k | 35.65 |
| 2022-03-31 | $1.4M | 34k | 42.05 |
| 2021-12-31 | $4.1M | 81k | 50.54 |
| 2021-09-30 | $3.0M | 66k | 45.50 |
| 2021-06-30 | $572k | 13k | 44.39 |
| 2021-03-31 | $367k | 8.8k | 41.53 |
Top funds holding Managed Portfolio Ser tortoise wtr
View all funds holding Managed Portfolio Ser tortoise wtr