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MVPA ADVISOR MANAGED PORTFOLIOS

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MILL VA APPR ETF (fund)

9 managers (9 13F filers) reported a position in MVPA shares at 2024-12-31, 116,015 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
9
13F filers
9
New
3
Added
4
Reduced
0
Sold out
0
Shares held by filers
116,015

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AVANTAX ADVISORY SERVICES, INC.68,718$2.36M0.01%+69813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,535$465K<0.01%+28513F-HRTimeline
Mills Wealth Advisors LLC13,470$463K0.26%+4,43413F-HRTimeline
NewEdge Advisors, LLC13,332$458K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC6,182$212K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.400$13.7K<0.01%013F-HR/ATimelineGroup
Crewe Advisors LLC252$8.67K<0.01%+213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC126$4.34K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.