Mills Wealth Advisors LLC ADVISOR MANAGED PORTFOLIOS Transaction History

Mills Wealth Advisors LLC

  • $246 Billion
  • Q3 2025
Number of Shares
13,811
Previous 19,755 30.09%
Holding current value
$479 Million
Previous $682 Million 29.73%
% of portfolio
0.19%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
N/A
-5,944 Reduced 30.09%
13,811 $479 Million
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
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