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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
2025-09-30 $479k 14k 34.69
2025-06-30 $682k 20k 34.51
2025-03-31 $746k 24k 31.30
2024-12-31 $463k 14k 34.37
2024-09-30 $294k 9.0k 32.56

More positions owned by Mills Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
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)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Mills Wealth Advisors

Top funds holding Advisor Managed Portfolios

Janney Montgomery Scott
H D Vest Advisory Services
Susquehanna International
Commonwealth Equity Services
Mills Wealth Advisors
LPL Financial
Old Mission Capital
Goss Wealth Management
Advisor Group Holdings
Crewe Advisors

View all funds holding Advisor Managed Portfolios