MANAGED PORTFOLIO SER
(56167N720)
Relatórios de fundos MANAGED PORTFOLIO SER de acordo com os registros 13F
| Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
|---|---|---|---|---|---|
| Tortoise Capital Advisors LLC | 531,709 | $12,713k | Jun 30, 2019 | Aug 14, 2019 | |
| Evensky & KATZ LLC | 445,345 | $10,635k | Mar 31, 2019 | Aug 6, 2019 | |
| Klingman and Associates LLC | 409,827 | $9,799k | Jun 30, 2019 | Jul 24, 2019 | |
| Triangle Securities Wealth Management | 220,014 | $5,313k | Jun 30, 2019 | Jul 10, 2019 | |
| United Asset Strategies Inc | 162,265 | $3,880k | Jun 30, 2019 | Jul 31, 2019 | |
| Stokes Capital Advisors LLC | 50,408 | $1,205k | Jun 30, 2019 | Jul 15, 2019 | |
| Andesa Financial Management Inc | 32,141 | $770k | Jun 30, 2019 | Jul 30, 2019 | |
| Lexaurum Advisors LLC | 25,247 | $604k | Jun 30, 2019 | Jul 19, 2019 | |
| Plancorp LLC | 23,722 | $567k | Jun 30, 2019 | Aug 13, 2019 | |
| Chilton Capital Management LLC | 15,771 | $377k | Jun 30, 2019 | Aug 13, 2019 | |
| KCS Wealth Advisory LLC | 9,087 | $217k | Jun 30, 2019 | Jul 29, 2019 | |
| Tortoise Index Solutions LLC | 4,100 | $98k | Jun 30, 2019 | Aug 14, 2019 | |
| Transamerica Financial Advisors Inc | 15 | $1k | Jun 30, 2019 | Aug 21, 2019 |