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Managed Portfolio Ser tortoise nram pi shares owned by Creative Financial Designs

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2023-12-31 $16k 630 25.94
2023-09-30 $15k 630 24.45
2023-06-30 $16k 630 24.65
2023-03-31 $15k 630 24.32
2022-12-31 $16k 630 24.69
2022-09-30 $15k 630 23.81
2022-06-30 $15k 630 23.81
2022-03-31 $17k 630 26.98
2021-12-31 $14k 630 22.22
2021-06-30 $2.0k 74 27.03

More positions owned by Creative Financial Designs

Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Apple Stock (AAPL)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Vanguard Mega Cap Value Etf Etf (MGV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Vanguard S&p 500 Growth Etf Etf (VOOG)
Amazon Stock (AMZN)

View all positions for Creative Financial Designs

Top funds holding Managed Portfolio Ser tortoise nram pi

Arvest Trust Co N A
Bank of America Corporation
Foster & Motley
Arvest Investments
Atwood & Palmer
Keudell/Morrison Wealth Management
Busey Trust Company
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
CWM
Triangle Securities Wealth Management
HPM Partners
Oxbow Advisors
Edmonds Duncan Registered Investment Advisors

View all funds holding Managed Portfolio Ser tortoise nram pi