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Managed Portfolio Ser tortoise wtr shares owned by WFA of San Diego

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr (EBLU) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Managed Portfolio Ser tortoise wtr

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser tortoise wtr held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser tortoise wtr by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2023-09-30 $26k 686 38.04
2023-06-30 $28k 686 41.20
2022-12-31 $25k 686 36.78

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Qualcomm (QCOM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Federated Hermes Etf Trust Short Duration H (FHYS)

View all positions for WFA of San Diego

Top funds holding Managed Portfolio Ser tortoise wtr

Jane Street
WCG Wealth Advisors
Colorado Capital Management
LPL Financial
Orion Portfolio Solutions
Clayton Financial Group
Phoenix Wealth Advisors
Mariner Wealth Advisors
Mission Creek Capital Partners
Harel Insurance Investments & Financial Services
Raymond James Financial Services Advisors
Boston Financial Mangement
Walkner Condon Financial Advisors
Atlantic Trust
Bank Of Montreal

View all funds holding Managed Portfolio Ser tortoise wtr