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Managed Portfolio Ser tortoise nram pi shares owned by XML Financial

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

Historical chart of XML Financial 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 XML Financial 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 XML Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 69k 34.09
2024-09-30 $2.3M 73k 31.38
2024-06-30 $2.3M 80k 28.83
2024-03-31 $2.3M 84k 27.96
2023-09-30 $2.7M 109k 24.45
2023-06-30 $2.8M 112k 24.65
2023-03-31 $2.9M 118k 24.32
2022-12-31 $3.0M 121k 24.69
2022-09-30 $2.8M 123k 23.10
2022-03-31 $3.4M 128k 26.49

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View all positions for XML Financial

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