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Managed Portfolio Ser tortoise nram pi shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Managed Portfolio Ser tortoise nram pi

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All positions including Managed Portfolio Ser tortoise nram pi held by Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 146k 31.38
2024-03-31 $4.1M 147k 27.96
2023-12-31 $4.1M 159k 25.94
2022-12-31 $4.5M 183k 24.69
2022-09-30 $4.3M 185k 23.10

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Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Managed Portfolio Ser tortoise nram pi

Morgan Stanley
Arvest Trust Co N A
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
HPM Partners

View all funds holding Managed Portfolio Ser tortoise nram pi