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Fundvantage Tr shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Fundvantage Tr (PCLG) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Fundvantage Tr

Tip: Access up to 7 years of quarterly data

All positions including Fundvantage Tr held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundvantage Tr by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $421k 17k 24.75

More positions owned by Mariner Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Mariner Wealth Advisors

Top funds holding Fundvantage Tr

Sontag Advisory
Tectonic Advisors
Riverview Capital Advisers
Burk Holdings
Mariner Wealth Advisors
Jane Street
Patton Fund Management
UBS Group
American Capital Advisory

View all funds holding Fundvantage Tr