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Managed Portfolio Ser tortoise nram pi shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity Management 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 Fulcrum Equity 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 Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 42k 31.38
2023-03-31 $1.7M 70k 24.32
2022-12-31 $3.0M 121k 24.69
2022-09-30 $2.9M 126k 23.10
2022-06-30 $3.1M 128k 24.25
2022-03-31 $3.2M 123k 26.49

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vistra Energy (VST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Abbvie (ABBV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Fulcrum Equity Management

Top funds holding Managed Portfolio Ser tortoise nram pi

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

View all funds holding Managed Portfolio Ser tortoise nram pi