Mills Wealth Advisors LLC VANGUARD MUN BD FDS Transaction History

Mills Wealth Advisors LLC

  • $188 Billion
  • Q1 2025
Number of Shares
56,464
Previous 10,607 432.33%
Holding current value
$4.25 Billion
Previous $794 Million 436.06%
% of portfolio
2.26%
Previous 0.45%

Shares

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

Apr 29, 2025
BUY
N/A
45,857 Added 432.33%
56,464 $4.25 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
10,607 New
10,607 $794 Million
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