Mills Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

Mills Wealth Advisors LLC

  • $246 Billion
  • Q3 2025
Number of Shares
11,124
Previous 4,065 173.65%
Holding current value
$853 Million
Previous $310 Million 175.31%
% of portfolio
0.35%
Previous 0.14%

Shares

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

Oct 10, 2025
BUY
N/A
7,059 Added 173.65%
11,124 $853 Million
Q2 2025

Jul 30, 2025
BUY
N/A
4,065 New
4,065 $310 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