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Managed Portfolio Ser tortoise nram pi shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Managed Portfolio Ser tortoise nram pi

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser tortoise nram pi held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser tortoise nram pi by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $11k 421 25.94
2023-09-30 $10k 421 24.45
2023-06-30 $10k 421 24.65
2023-03-31 $10k 421 24.32
2022-12-31 $10k 421 24.69
2022-06-30 $16k 662 24.17
2022-03-31 $18k 662 27.19
2021-12-31 $9.0k 399 22.56