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Advisor Managed Portfolios shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Advisor Managed Portfolios (FUNL) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Advisor Managed Portfolios

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All positions including Advisor Managed Portfolios held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $286k 6.8k 42.12

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Home Depot (HD)
Eli Lilly & Co. (LLY)
Fiserv (FI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for A. Montag and Associates

Top funds holding Advisor Managed Portfolios

EP Wealth Advisors
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A. Montag and Associates
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Citadel Advisors
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Royal Bank of Canada

View all funds holding Advisor Managed Portfolios