Mills Wealth Advisors LLC ADVISOR MANAGED PORTFOLIOS Transaction History

Mills Wealth Advisors LLC

  • $188 Billion
  • Q1 2025
Number of Shares
23,819
Previous 13,470 76.83%
Holding current value
$746 Million
Previous $463 Million 61.02%
% of portfolio
0.4%
Previous 0.26%

Shares

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