Mills Wealth Advisors LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Mills Wealth Advisors LLC
- $176 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding SCMB
# of Institutions
90Shares Held
7.36MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.16MShares$00.0% of portfolio
-
Fort Point Capital Partners LLC San Francisco, CA796KShares$00.0% of portfolio
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Pallas Capital Advisors LLC Braintree, MA669KShares$00.0% of portfolio
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Wedmont Private Capital574KShares$00.0% of portfolio
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Charles Schwab Trust CO528KShares$00.0% of portfolio