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Advisor Managed Portfolios shares owned by Crewe Advisors

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

Historical chart of Crewe Advisors investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advisor Managed Portfolios by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1k 250 32.56
2024-06-30 $4.5k 150 30.27

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Us Stk Etf (ESGV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pennant Group (PNTG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Inf Tech Etf (VGT)

View all positions for Crewe Advisors

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