Mills Wealth Advisors LLC
Holdings in JOF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $274,983 | 24,818 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $262,087 | 24,866 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $239,563 | 24,851 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $191,132 | 22,781 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $175,037 | 22,821 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $188,663 | 22,813 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $169,026 | 22,299 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $177,946 | 22,299 | Shares | Sole | 2024-07-03 |
| 2023-12-31 | $91,747 | 12,088 | Shares | Sole | 2024-07-03 |
| 2023-09-30 | $85,917 | 12,084 | Shares | Sole | 2024-07-03 |
| 2023-06-30 | $86,184 | 11,970 | Shares | Sole | 2024-07-03 |