Strategies Wealth Advisors, LLC - MANAGED PORTFOLIO SERIES ownership

MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 93 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Strategies Wealth Advisors, LLC ownership history of MANAGED PORTFOLIO SERIES
ValueSharesWeighting
Q3 2023$212,465
+0.4%
8,690
+1.2%
0.04%
-2.3%
Q2 2023$211,641
+2.8%
8,585
+1.4%
0.04%
-4.4%
Q1 2023$205,925
-0.1%
8,467
+1.4%
0.04%
-11.8%
Q4 2022$206,1878,3510.05%
Other shareholders
MANAGED PORTFOLIO SERIES shareholders Q3 2023
NameSharesValueWeighting ↓
Magnus Financial Group LLC 617,317$13,458,0002.85%
Arvest Bank Trust Division 1,795,117$39,134,0002.20%
Busey Bank 2,117,185$46,155,0001.86%
Quad-Cities Investment Group, LLC 103,062$2,247,0001.57%
Triangle Securities Wealth Management 206,807$4,508,0001.53%
Edmonds Duncan Registered Investment Advisors, LLC 211,726$4,616,0001.40%
Smith & Howard Wealth Management, LLC 131,838$2,874,0001.36%
RGT Wealth Advisors, LLC 284,263$6,197,0001.22%
FOSTER & MOTLEY INC 664,964$14,496,0001.21%
Sterneck Capital Management, LLC 86,475$1,885,0001.20%
View complete list of MANAGED PORTFOLIO SERIES shareholders