MANAGED PORTFOLIO SERIES

CUSIP: 56167N720 Class: TORTOISE NRAM PI

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 21,431 Value ($000) $779 Avg Close Range
Q4 2024
Shares 21,415 Value ($000) $730 Avg Close Range
Q3 2024
Shares 21,862 Value ($000) $686 Avg Close Range
Q2 2024
Shares 22,083 Value ($000) $637 Avg Close Range
Q1 2024
Shares 32,243 Value ($000) $902 Avg Close Range
Q4 2023
Shares 35,695 Value ($000) $926 Avg Close Range
Q3 2023
Shares 37,532 Value ($000) $918 Avg Close Range
Q2 2023
Shares 37,553 Value ($000) $926 Avg Close Range
Q1 2023
Shares 37,935 Value ($000) $923 Avg Close Range
Q4 2022
Shares 38,096 Value ($000) $941 Avg Close Range
Q3 2022
Shares 38,214 Value ($000) $883 Avg Close Range
Q2 2022
Shares 38,315 Value ($000) $929 Avg Close Range
Q1 2022
Shares 29,528 Value ($000) $782 Avg Close Range
Q4 2021
Shares 26,071 Value ($000) $580 Avg Close Range
Q3 2021
Shares 28,169 Value ($000) $614 Avg Close Range
Q2 2021
Shares 30,347 Value ($000) $684 Avg Close Range
Q1 2021
Shares 31,331 Value ($000) $635 Avg Close Range
Q4 2020
Shares 34,243 Value ($000) $593 Avg Close Range
Q3 2020
Shares 34,093 Value ($000) $511 Avg Close Range
Q2 2020
Shares 33,156 Value ($000) $548 Avg Close Range
Q1 2020
Shares 33,109 Value ($000) $450 Avg Close Range
Q4 2019
Shares 58,720 Value ($000) $1,380 Avg Close Range