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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

Tip: Access up to 7 years of quarterly data

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
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 Inc (JPST)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

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