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Advisor Managed Portfolios shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Advisor Managed Portfolios (MVPA) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $866k 25k 34.51
2025-03-31 $1.6M 53k 31.30
2024-12-31 $2.4M 69k 34.37
2024-09-30 $2.2M 68k 32.56
2024-06-30 $2.1M 69k 30.26
2024-03-31 $1.6M 51k 32.42