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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
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 World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Global Reit Etf (REET)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Leading Edge Financial Planning

Top funds holding Managed Portfolio Ser tortoise nram pi

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