MANAGED PORTFOLIO SER
(56167N720)
Funds Reporting Holdings of MANAGED PORTFOLIO SER according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
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 |