Creative Planning »

Managed Portfolio Ser tortoise nram pi shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Ser tortoise nram pi by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $592k 23k 25.94
2023-09-30 $517k 21k 24.45
2023-06-30 $521k 21k 24.65
2023-03-31 $547k 23k 24.32
2022-12-31 $339k 14k 24.69
2022-09-30 $317k 14k 23.06
2022-06-30 $425k 18k 24.24
2022-03-31 $438k 17k 26.47
2021-12-31 $398k 18k 22.21
2021-09-30 $481k 22k 21.80
2021-06-30 $297k 13k 22.53
2021-03-31 $274k 14k 20.26