Managed Portfolio Ser tortoise wtr shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr (TBLU) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Managed Portfolio Ser tortoise wtr
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Quarterly reported holdings in Managed Portfolio Ser tortoise wtr by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $245k | 4.9k | 50.12 |
| 2024-06-30 | $221k | 4.9k | 45.29 |
| 2024-03-31 | $128k | 2.7k | 46.71 |
| 2023-12-31 | $120k | 2.7k | 43.81 |
| 2023-09-30 | $106k | 2.8k | 38.03 |
| 2023-06-30 | $108k | 2.6k | 41.19 |
| 2023-03-31 | $102k | 2.6k | 39.58 |
| 2022-12-31 | $100k | 2.7k | 36.78 |
| 2022-09-30 | $86k | 2.6k | 32.59 |
| 2022-06-30 | $44k | 1.2k | 35.51 |
| 2022-03-31 | $36k | 858 | 41.96 |
| 2021-12-31 | $20k | 397 | 50.38 |
| 2021-09-30 | $17k | 385 | 44.16 |
| 2021-06-30 | $17k | 385 | 44.16 |
| 2021-03-31 | $12k | 300 | 40.00 |
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