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Advisor Managed Portfolios

CUSIP: 00777X108 | 6 institutional holders

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2024

GTS Securities LLC11,326
0.0% of portfolio›$314.3K
Citadel Advisors LLC7,699
0.0% of portfolio›$213.6K
UBS Group AG966
0.0% of portfolio›$26.8K
Bartlett & Co. Wealth Management LLC400
0.0% of portfolio›$11.1K
Iron Horse Wealth Management, LLC125
0.0% of portfolio›$3.5K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
GTS Securities LLC
11,326$314.3K0.0%ETFVery HighNew York, NY2024-11-13
Citadel Advisors LLC
7,699$213.6K0.0%CoreVery HighMiami, FL2024-11-14
UBS Group AG
966$26.8K0.0%CoreMediumZurich, Switzerland2024-11-14
Bartlett & Co. Wealth Management LLC
400$11.1K0.0%CoreVery LowCincinnati, OH2024-10-17
Iron Horse Wealth Management, LLC
125$3.5K0.0%GrowthVery LowJohston, IA2024-10-22
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-10-10