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Advisor Managed Portfolios shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Advisor Managed Portfolios (MVPA) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $431k 14k 30.25
2024-03-31 $411k 13k 32.43

More positions owned by Commonwealth Equity Services

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)

View all positions for Commonwealth Equity Services

Top funds holding Advisor Managed Portfolios

H D Vest Advisory Services
Old Mission Capital
Commonwealth Equity Services
Jane Street
Advisor Group Holdings
Crewe Advisors

View all funds holding Advisor Managed Portfolios