Mills Wealth Advisors LLC INVESTMENT MANAGERS SER TR I Transaction History

Mills Wealth Advisors LLC

  • $188 Billion
  • Q1 2025
Number of Shares
23,646
Previous 12,023 96.67%
Holding current value
$710 Million
Previous $364 Million 95.05%
% of portfolio
0.38%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
11,623 Added 96.67%
23,646 $710 Million
Q4 2024

Feb 05, 2025
BUY
N/A
2,844 Added 30.98%
12,023 $364 Million
Q3 2024

Oct 21, 2024
BUY
N/A
9,179 New
9,179 $284 Million
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