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KHPIKHPI
4 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in MANAGED PORTFOLIO SER

NewEdge Advisors, LLC holds 30,903 shares of KHPI (MANAGED PORTFOLIO SER), worth $797,915 as of 2026-Q2. The position was decreased (-11.1% shares). KHPI represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$797,915

Current Shares

30,903

Total Value Change

+$782,342

Total Shares Change

+30,293

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
30,903
-11.1%
$797,9150.0%$25.63
0
2026-Q1
Increased
34,741
+46.9%
$841,0800.0%$23.50
34
2025-Q4
Increased
23,653
+3777.5%
$606,9360.0%$24.35
39
2025-Q3
New
610
-
$15,5730.0%$23.68
25

Other major holders of KHPI: LPL Financial LLC

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