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Managed Portfolio Ser tortoise nram pi shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Managed Portfolio Ser tortoise nram pi

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All positions including Managed Portfolio Ser tortoise nram pi held by Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $675k 23k 28.97

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Prog Holdings Com Npv (PRG)
Microsoft Corporation (MSFT)

View all positions for Diversify Wealth Management

Top funds holding Managed Portfolio Ser tortoise nram pi

Morgan Stanley
Arvest Trust Co N A
Magnus Financial Group
Traphagen Investment Advisors
Foster & Motley
Arvest Investments
Atwood & Palmer
Bank of America Corporation
Keudell/Morrison Wealth Management
Busey Trust Company
Commonwealth Equity Services
Triangle Securities Wealth Management
CWM
UBS Group
Wells Fargo & Company

View all funds holding Managed Portfolio Ser tortoise nram pi