MVPA ADVISOR MANAGED PORTFOLIOS
FollowMILL 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES, INC. | 68,718 | $2.36M | 0.01% | +698 | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,535 | $465K | <0.01% | +285 | 13F-HRTimeline |
| Mills Wealth Advisors LLC | 13,470 | $463K | 0.26% | +4,434 | 13F-HRTimeline |
| NewEdge Advisors, LLC | 13,332 | $458K | <0.01% | new | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 6,182 | $212K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 400 | $13.7K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| Crewe Advisors LLC | 252 | $8.67K | <0.01% | +2 | 13F-HRTimeline |
| EVERMAY WEALTH MANAGEMENT LLC | 126 | $4.34K | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |