Koesten, Hirschmann & Crabtree, INC. - MANAGED PORTFOLIO SERIES ownership

Quarter-by-quarter ownership
Koesten, Hirschmann & Crabtree, INC. ownership history of MANAGED PORTFOLIO SERIES
ValueSharesWeighting
Q3 2023$46,700
-44.7%
1,910
-44.2%
0.04%
-42.2%
Q2 2023$84,437
-21.7%
3,425
-22.8%
0.06%
-22.9%
Q1 2023$107,860
-1.5%
4,4350.0%0.08%
-7.8%
Q4 2022$109,5004,4350.09%
Other shareholders
MANAGED PORTFOLIO SERIES shareholders Q4 2023
NameSharesValueWeighting ↓
Magnus Financial Group LLC 758,271$17,516,0003.35%
ARVEST TRUST CO N A 1,902,490$43,948,0003.02%
Keudell/Morrison Wealth Management 312,694$7,223,0002.70%
Fulcrum Equity Management 125,923$2,909,0002.46%
Quad-Cities Investment Group, LLC 131,049$3,027,0002.35%
Busey Bank 2,003,058$46,271,0002.29%
Triangle Securities Wealth Management 236,101$5,454,0002.23%
Edmonds Duncan Registered Investment Advisors, LLC 239,810$5,540,0001.96%
Sterneck Capital Management, LLC 93,403$2,158,0001.52%
FOSTER & MOTLEY INC 649,603$15,006,0001.42%
View complete list of MANAGED PORTFOLIO SERIES shareholders