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Advisor Managed Portfolios shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Advisor Managed Portfolios (MVPA) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 400 32.56
2024-03-31 $13k 400 32.42

More positions owned by Advisor Group Holdings

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

Top funds holding Advisor Managed Portfolios

H D Vest Advisory Services
Old Mission Capital
Commonwealth Equity Services
Mills Wealth Advisors
Advisor Group Holdings
Crewe Advisors

View all funds holding Advisor Managed Portfolios