Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / EXHANGE TRADED PRODUCT
-
Shares outstanding
-
4,643,983
-
Total 13F shares
-
2,270,711
-
Share change
-
+1,759,709
-
Total reported value
-
$57,455,158
-
Price per share
-
$25.27
-
Number of holders
-
32
-
Value change
-
+$44,537,540
-
Number of buys
-
30
-
Number of sells
-
3
Institutional Holders of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) as of Q4 2024
As of 31 Dec 2024,
Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,270,711 shares.
The largest 10 holders included
Bison Wealth, LLC, HERITAGE OAK WEALTH ADVISORS LLC, CoreCap Advisors, LLC, United Advisor Group, LLC, Apollon Wealth Management, LLC, Atria Investments, Inc, Freedom Investment Management, Inc., ENVESTNET ASSET MANAGEMENT INC, Envestnet Portfolio Solutions, Inc., and Atria Wealth Solutions, Inc..
This page lists
32
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.