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Mills Wealth Advisors LLC → NEE-PS

Mills Wealth Advisors LLC NEE-PS Position History

NEE-PS

Quarters held
4
Latest value
$14.6M
Q3 2026
Peak value
$14.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$12.3M
Q1 2026$12.8M
Q2 2026$14.2M
Q3 2026$14.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.6M433.5K——
Q2 2026$14.2M415.8K——
Q1 2026$12.8M398.2K——
Q4 2025$12.3M387.4K——

Other funds holding NEE-PS

Other Mills Wealth Advisors LLC positions

VGES

VANGUARD MUN BD FDS

$44.2M
VGES

VANGUARD MUN BD FDS

$34.4M
VGES

VANGUARD MUN BD FDS

$30M
VGES

VANGUARD MUN BD FDS

$25.5M
VGES

VANGUARD MUN BD FDS

$13M
VGES

VANGUARD MUN BD FDS

$12.6M
COST

DIMENSIONAL ETF TRUST

$9M
VGES

VANGUARD BD INDEX FDS

$8.4M