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Advisor Managed Portfolios shares owned by Mills Wealth Advisors

Quarter-by-quarter ownership of Advisor Managed Portfolios (MVPA) shares owned by Mills Wealth Advisors from 13F filings

Historical chart of Mills Wealth Advisors investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by Mills Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by Mills Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $294k 9.0k 32.56

More positions owned by Mills Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Alps Etf Tr Alerian Mlp (AMLP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Mills Wealth Advisors

Top funds holding Advisor Managed Portfolios

H D Vest Advisory Services
Old Mission Capital
Jane Street
Commonwealth Equity Services
Mills Wealth Advisors
Crewe Advisors

View all funds holding Advisor Managed Portfolios