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Managed Portfolio Ser tortoise nram pi shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in Managed Portfolio Ser tortoise nram pi

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All positions including Managed Portfolio Ser tortoise nram pi held by Legacy Capital Group California 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 Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2024-09-30 $287k 9.1k 31.38
2023-03-31 $1.0M 42k 24.32

More positions owned by Legacy Capital Group California

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Rubrik Cl A (RBRK)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Fs Kkr Capital Corp (FSK)
Pimco Etf Tr Multisector Bd (PYLD)
Spotify Technology S A SHS (SPOT)
Victory Portfolios Ii Shares Free Cash (VFLO)
Merck & Co (MRK)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Legacy Capital Group California

Top funds holding Managed Portfolio Ser tortoise nram pi

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

View all funds holding Managed Portfolio Ser tortoise nram pi