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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
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

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory 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