Mc Mill Wealth Management FIDELITY WISE ORIGIN Transaction History

Mc Mill Wealth Management

  • $302 Billion
  • Q2 2025
Number of Shares
2,227
Previous 2,928 23.94%
Holding current value
$209 Million
Previous $211 Million 0.93%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
N/A
-701 Reduced 23.94%
2,227 $209 Million
Q1 2025

May 09, 2025
BUY
N/A
2,928 New
2,928 $211 Million
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