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Managed Portfolio Ser tortoise wtr shares owned by WFA of San Diego

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

Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 686 50.12
2023-09-30 $26k 686 38.04
2023-06-30 $28k 686 41.20
2022-12-31 $25k 686 36.78

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Qualcomm (QCOM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Exc S&p500 Downsid (PHDG)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for WFA of San Diego

Top funds holding Managed Portfolio Ser tortoise wtr

WCG Wealth Advisors
Equitable Holdings
Clayton Financial Group
LPL Financial
Colorado Capital Management
Phoenix Wealth Advisors
Mariner Wealth Advisors
Jane Street
Harel Insurance Investments & Financial Services
Orion Portfolio Solutions
Archer Investment Management
Raymond James Financial Services Advisors
Atlantic Trust
Boston Financial Mangement
Walkner Condon Financial Advisors

View all funds holding Managed Portfolio Ser tortoise wtr