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Managed Portfolio Ser tortoise nram pi shares owned by Leading Edge Financial Planning

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

Historical chart of Leading Edge Financial 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 Leading Edge Financial Planning 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 Leading Edge Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $329k 9.7k 34.09
2024-09-30 $323k 10k 31.38
2024-06-30 $297k 10k 28.83
2024-03-31 $288k 10k 27.96
2023-09-30 $315k 13k 24.45
2023-06-30 $318k 13k 24.65
2023-03-31 $370k 15k 24.32
2022-12-31 $374k 15k 24.69

More positions owned by Leading Edge Financial Planning

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Global Reit Etf (REET)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Leading Edge Financial Planning

Top funds holding Managed Portfolio Ser tortoise nram pi

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

View all funds holding Managed Portfolio Ser tortoise nram pi