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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
2025-09-30 $536k 16k 34.67
2025-06-30 $534k 16k 34.54
2025-03-31 $478k 15k 31.33
2024-12-31 $465k 14k 34.36
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)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
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)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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

Janney Montgomery Scott
H D Vest Advisory Services
Susquehanna International
Commonwealth Equity Services
Mills Wealth Advisors
LPL Financial
Old Mission Capital
Goss Wealth Management
Advisor Group Holdings
Crewe Advisors

View all funds holding Advisor Managed Portfolios