Mills Wealth Advisors LLC INVESTMENT MANAGERS SER TR I Transaction History

Mills Wealth Advisors LLC

  • $246 Billion
  • Q3 2025
Number of Shares
42,093
Previous 31,975 31.64%
Holding current value
$1.51 Billion
Previous $1.09 Billion 38.79%
% of portfolio
0.61%
Previous 0.5%

Shares

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

Oct 10, 2025
BUY
N/A
10,118 Added 31.64%
42,093 $1.51 Billion
Q2 2025

Jul 30, 2025
BUY
N/A
8,329 Added 35.22%
31,975 $1.09 Billion
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
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