Who owns ADVISOR MANAGED PORTFOLIOS?
- Ticker: MVPA
- CUSIP Number: 00777x561
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Analyze quarterly positions in Advisor Managed Portfolios with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold ADVISOR MANAGED PORTFOLIOS this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
H D Vest Advisory Services | 69k | $2.1M | 36% | Jun 2024 |
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Old Mission Capital | 21k | $622k | -34% | Jun 2024 |
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Commonwealth Equity Services | 13k | $431k | -7% | Sep 2024 |
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Mills Wealth Advisors | 9.0k | $294k | 100% | Sep 2024 |
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Advisor Group Holdings | 400.00 | $13k | 0% | Sep 2024 |
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Crewe Advisors | 250.00 | $8.1k | 67% | Sep 2024 |
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Who sold out of Advisor Managed Portfolios?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Jun 2024 | 14k | $423k |