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MVPAMVPA
5 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ADVISOR MANAGED PORTFOLIOS

No. Newedge Group exited its MVPA (Advisor Managed Portfolios) position in Q4 2025. Its Q3 2025 13F listed 7,075 shares worth $245,437. Newedge Group first reported MVPA in Q4 2024 and held it in 4 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$458,268

Total Shares Change

-13,332

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q4
Latest
Exited
0
-100.0%
$00.0%$33.19
0
2025-Q3
Decreased
7,075
-43.7%
$245,4370.0%$34.50
0
2025-Q2
Decreased
12,575
-66.5%
$433,9870.0%$34.32
0
2025-Q1
Increased
37,525
+181.5%
$1.2M0.0%$31.13
41
2024-Q4
New
13,332
-
$458,2680.0%$34.18
33

Other major holders of MVPA: LPL Financial LLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP

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