Managed Portfolio Ser tortoise nram pi shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Managed Portfolio Ser tortoise nram pi
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Quarterly reported holdings in Managed Portfolio Ser tortoise nram pi by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $686k | 22k | 31.38 |
| 2024-06-30 | $637k | 22k | 28.83 |
| 2024-03-31 | $902k | 32k | 27.96 |
| 2023-12-31 | $926k | 36k | 25.94 |
| 2023-09-30 | $918k | 38k | 24.45 |
| 2023-06-30 | $926k | 38k | 24.65 |
| 2023-03-31 | $923k | 38k | 24.32 |
| 2022-12-31 | $941k | 38k | 24.69 |
| 2022-09-30 | $883k | 38k | 23.10 |
| 2022-06-30 | $929k | 38k | 24.25 |
| 2022-03-31 | $782k | 30k | 26.49 |
| 2021-12-31 | $580k | 26k | 22.23 |
| 2021-09-30 | $614k | 28k | 21.80 |
| 2021-06-30 | $684k | 30k | 22.53 |
| 2021-03-31 | $635k | 31k | 20.27 |
| 2020-12-31 | $593k | 34k | 17.32 |
| 2020-09-30 | $511k | 34k | 14.98 |
| 2020-06-30 | $548k | 33k | 16.52 |
| 2020-03-31 | $450k | 33k | 13.58 |
| 2019-12-31 | $1.4M | 59k | 23.50 |
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