Prime Capital Investment Advisors »

Manager Directed Portfolios shares owned by Prime Capital Investment Advisors

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Prime Capital Investment Advisors from 13F filings

Historical chart of Prime Capital Investment Advisors investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Prime Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Manager Directed Portfolios by Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 292k 9.67
2024-03-31 $3.7M 374k 9.80

More positions owned by Prime Capital Investment Advisors

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Ishares Tr Core S&p Ttl Stk Etf (ITOT)
Ishares Tr Us Treas Bd Etf Etf (GOVT)
Apple Stock (AAPL)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Vanguard Index Fds Value Etf Etf (VTV)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Schwab Strategic Tr Intl Eqty Etf Etf (SCHF)
American Centy Etf Tr Emerging Etf (AVLV)
Amazon Stock (AMZN)

View all positions for Prime Capital Investment Advisors

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
Koss-Olinger Consulting
SOA Wealth Advisors
Prime Capital Investment Advisors
Colony

View all funds holding Manager Directed Portfolios