Managed Portfolio Ser tortoise wtr shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr (TBLU) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in Managed Portfolio Ser tortoise wtr
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Quarterly reported holdings in Managed Portfolio Ser tortoise wtr by Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $381k | 7.6k | 50.12 |
| 2024-06-30 | $395k | 8.7k | 45.29 |
| 2024-03-31 | $397k | 8.5k | 46.71 |
| 2023-12-31 | $469k | 11k | 43.82 |
| 2023-09-30 | $401k | 11k | 38.04 |
| 2023-06-30 | $420k | 10k | 41.19 |
| 2023-03-31 | $386k | 9.7k | 39.58 |
| 2022-12-31 | $353k | 9.6k | 36.79 |
| 2022-09-30 | $309k | 9.4k | 32.95 |
| 2022-06-30 | $295k | 8.3k | 35.65 |
| 2022-03-31 | $340k | 8.1k | 42.00 |
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