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Managed Portfolio Ser tortoise wtr shares owned by Phoenix Wealth Advisors

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

Historical chart of Phoenix Wealth Advisors 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 Phoenix Wealth Advisors 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 Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $913k 18k 50.12
2024-06-30 $819k 18k 45.29
2024-03-31 $853k 18k 46.72

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Wal-Mart Stores (WMT)
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Johnson & Johnson (JNJ)
Home Depot (HD)

View all positions for Phoenix Wealth Advisors

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