Number of Shares
15,194
Previous 13,090 16.07%
Holding current value
$918 Million
Previous $1.13 Billion 18.85%
% of portfolio
1.06%
Previous 1.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
N/A
2,104 Added 16.07%
15,194 $918 Million
Q1 2025

May 05, 2025

BUY
N/A
3,623 Added 38.27%
13,090 $1.13 Billion
Q4 2024

Feb 07, 2025

BUY
N/A
9,467 New
9,467 $1.07 Billion
Track This Portfolio

Track Miller Financial Services LLC Portfolio

Follow Miller Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Miller Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Miller Financial Services LLC with notifications on news.