Mills Wealth Advisors LLC ADVISOR MANAGED PORTFOLIOS Transaction History

Mills Wealth Advisors LLC

  • $218 Billion
  • Q2 2025
Number of Shares
19,755
Previous 23,819 17.06%
Holding current value
$682 Million
Previous $746 Million 8.55%
% of portfolio
0.31%
Previous 0.4%

Shares

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

Jul 30, 2025
SELL
N/A
-4,064 Reduced 17.06%
19,755 $682 Million
Q1 2025

Apr 29, 2025
BUY
N/A
10,349 Added 76.83%
23,819 $746 Million
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
Track This Portfolio

Track Mills Wealth Advisors LLC Portfolio

Follow Mills Wealth Advisors 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 Mills Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mills Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email