Mills Wealth Advisors LLC VANGUARD MUN BD FDS Transaction History

Mills Wealth Advisors LLC

  • $188 Billion
  • Q1 2025
Number of Shares
244,202
Previous 228,251 6.99%
Holding current value
$18.1 Billion
Previous $17 Billion 6.5%
% of portfolio
9.63%
Previous 9.69%

Shares

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

Apr 29, 2025
BUY
N/A
15,951 Added 6.99%
244,202 $18.1 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
228,251 New
228,251 $17 Billion
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