Mills Wealth Advisors LLC
Holdings in TEI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,386,388 | 214,944 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $1,380,758 | 222,703 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $1,355,526 | 225,921 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $1,548,353 | 287,798 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $1,555,169 | 303,152 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $1,854,662 | 318,124 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $1,691,038 | 317,268 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $1,715,613 | 315,951 | Shares | Sole | 2024-07-03 |
| 2023-12-31 | $1,610,794 | 315,842 | Shares | Sole | 2024-07-03 |
| 2023-09-30 | $1,496,000 | 324,512 | Shares | Sole | 2024-07-03 |
| 2023-06-30 | $1,684,209 | 327,031 | Shares | Sole | 2024-07-03 |
| 2023-03-31 | $1,773,293 | 349,762 | Shares | Sole | 2024-07-03 |
| 2022-12-31 | $1,785,704 | 325,265 | Shares | Sole | 2024-07-03 |