Mills Wealth Advisors LLC ADVISOR MANAGED PORTFOLIOS Transaction History

Mills Wealth Advisors LLC

  • $176 Billion
  • Q4 2024
Number of Shares
13,470
Previous 9,036 49.07%
Holding current value
$463 Million
Previous $294 Million 57.36%
% of portfolio
0.26%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
N/A
4,434 Added 49.07%
13,470 $463 Million
Q3 2024

Oct 21, 2024
BUY
N/A
9,036 New
9,036 $294 Million
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