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

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

Historical chart of Tandem 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 Tandem 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 Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $17k 696 24.70

More positions owned by Tandem Wealth Advisors

Ishares Aggregate Bond Etf Etf (AGG)
Ishares Msci Eafe Etf Etf (EFA)
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)
Ishares Mbs Etf Etf (MBB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 500 Etf Etf (SPY)
Powershares Qqq Tr Etf (QQQ)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)
Vanguard Information Technology Etf (VGT)
Ishares Msci Emerging Markets Etf Etf (EEM)
Vanguard Total Stk Mkt Etf (VTI)
Health Care Select Sector Spdr Etf (XLV)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Tandem Wealth Advisors

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