EverSource Wealth Advisors »

Advantage Solutions Inc Com New Cl A shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Advantage Solutions Inc Com New Cl A (ADV) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Advantage Solutions Inc Com New Cl A

Tip: Access up to 7 years of quarterly data

All positions including Advantage Solutions Inc Com New Cl A held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advantage Solutions Inc Com New Cl A by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1k 51 21.00

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Nvidia Corporation Stock (NVDA)
Vanguard Short-term Bond Etf Etf (BSV)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total International Bond Etf Etf (BNDX)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for EverSource Wealth Advisors

Top funds holding Advantage Solutions Inc Com New Cl A

CastleKnight Management
Leonard Green & Partners
BlackRock
Vanguard Capital Management
Dimensional Fund Advisors
Geode Capital Management
Stoic Point Capital Management
Vanguard Portfolio Management
Prudential Financial
Squarepoint Ops
Mosaic Family Wealth Partners
Vanguard Fiduciary Trust
CWM Advisors
UBS Group
AQR Capital Management

View all funds holding Advantage Solutions Inc Com New Cl A