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
Download as csvQuarterly 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 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services