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Managed Portfolio Ser tortoise nram pi shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 6.7k 31.38

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Managed Portfolio Ser tortoise nram pi

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

View all funds holding Managed Portfolio Ser tortoise nram pi