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Managed Portfolio Ser tortoise nram pi shares owned by Koesten, Hirschmann & Crabtree

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by Koesten, Hirschmann & Crabtree from 13F filings

Historical chart of Koesten, Hirschmann & Crabtree 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 Koesten, Hirschmann & Crabtree 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 Koesten, Hirschmann & Crabtree

Quarter filed Position value Share count Share price at filing
2023-12-31 $50k 1.9k 25.94
2023-09-30 $47k 1.9k 24.45
2023-06-30 $84k 3.4k 24.65
2023-03-31 $108k 4.4k 24.32
2022-12-31 $110k 4.4k 24.69

More positions owned by Koesten, Hirschmann & Crabtree

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Koesten, Hirschmann & Crabtree

Top funds holding Managed Portfolio Ser tortoise nram pi

Arvest Trust Co N A
Bank of America Corporation
Arvest Investments
Foster & Motley
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