Miller Value Partners AppMVPAETF
13F holders, Q3 2024 (September 30)5holders −2
1new positions
3sold out
$32.56avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Miller Value Partners App (MVPA) in their 13F filings, down 2 from Q2 2024. 1 opened new positions and 3 sold out. The largest holders were Avantax Advisory Services, Inc. ($2.2M), Commonwealth Equity Services, LLC ($431K) and Mills Wealth Advisors LLC ($294K).
- Company
- Miller Value Partners App
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q3 2024)
- CUSIP
- 00777X561
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $294K |
| Exits | 3 | $1.0M |
All 13F filers, Q2 2024 → Q3 2024: 9,136 shares bought and 36,717 shares sold, net −27,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.7% | 68,020 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 13,250 | $431K |
| Mills Wealth Advisors LLC | 0.20% | New | 9,036 | $294K |
| Osaic Holdings, Inc. | 0.00% | No change | 400 | $13K |
| Crewe Advisors LLC | 0.00% | Add +66.7% | 250 | $8K |
"% of holder's portfolio" is MVPA's weight in each manager's 13F, not the share of Miller Value Partners App the manager owns.