Managed Portfolio Ser shares owned by Fullcircle Wealth
Quarter-by-quarter ownership of Managed Portfolio Ser (TOGA) shares owned by Fullcircle Wealth
from 13F filings
Historical chart of Fullcircle Wealth investment in Managed Portfolio Ser
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Quarterly reported holdings in Managed Portfolio Ser by Fullcircle Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 95k | 33.87 |
| 2025-06-30 | $3.4M | 100k | 34.20 |
| 2025-03-31 | $2.7M | 91k | 29.44 |
| 2024-12-31 | $2.6M | 81k | 32.65 |
| 2024-09-30 | $1.1M | 39k | 28.76 |