Mills Wealth Advisors LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Mills Wealth Advisors LLC

  • $218 Billion
  • Q2 2025
Number of Shares
15,555
Previous 14,161 9.84%
Holding current value
$1.46 Billion
Previous $1.02 Billion 43.45%
% of portfolio
0.67%
Previous 0.54%

Shares

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

Jul 30, 2025
BUY
N/A
1,394 Added 9.84%
15,555 $1.46 Billion
Q1 2025

Apr 29, 2025
SELL
N/A
-11,502 Reduced 44.82%
14,161 $1.02 Billion
Q4 2024

Feb 05, 2025
SELL
N/A
-206 Reduced 0.8%
25,663 $2.09 Billion
Q3 2024

Oct 21, 2024
SELL
N/A
-239 Reduced 0.92%
25,869 $1.44 Billion
Q2 2024

Aug 08, 2024
SELL
N/A
-55 Reduced 0.21%
26,108 $1.37 Billion
Q1 2024

Jul 03, 2024
BUY
N/A
26,163 New
26,163 $1.62 Billion
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