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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
2024-09-30 $431k 13k 32.53
2024-06-30 $431k 14k 30.25
2024-03-31 $411k 13k 32.43

More positions owned by Commonwealth Equity Services

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

View all positions for Commonwealth Equity Services

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