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Advantage Solutions shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Advantage Solutions

Tip: Access up to 7 years of quarterly data

All positions including Advantage Solutions held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advantage Solutions by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $41k 27k 1.53
2025-06-30 $35k 27k 1.32

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

Top funds holding Advantage Solutions

Leonard Green & Partners
CVC Management Holdings II
Atairos Partners GP
CastleKnight Management
BlackRock
T. Rowe Price Investment Management
Dimensional Fund Advisors
Bain Capital Investors
Geode Capital Management
Charles Schwab Investment Management
Vanguard Group
Bridgeway Capital Management
State Street Corporation
Millennium Management
Empowered Funds

View all funds holding Advantage Solutions