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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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All positions including Managed Portfolio Ser held by Fullcircle Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 39k 28.76

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Snowflake Cl A (SNOW)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Unilever Spon Adr New (UL)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Fullcircle Wealth

Top funds holding Managed Portfolio Ser

Fullcircle Wealth
Royal Bank of Canada
Jane Street
Susquehanna International
Atlantic Trust

View all funds holding Managed Portfolio Ser