Mills Wealth Advisors LLC Purchases and Sells in Q4 2024

Mills Wealth Advisors LLC

$176 Billion
Q4 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MALVERN FDS	163K + 127.75%	N/A	290K $22B
JMUB	69.6K + 89.1%	$50.02 - $51.24 $3.48M - $3.57M	148K $7.41B
DFAC	28.8K + 4.24%	$33.92 - $36.6 $978K - $1.06M	709K $24.5B
DUHP	28.9K + 11.27%	$33.62 - $35.69 $971K - $1.03M	285K $9.63B
VUSB	14.2K + 61.2%	N/A	37.5K $1.86B
DFAT	11.1K + 16.06%	$54.54 - $61.04 $607K - $679K	80.4K $4.48B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MUN BD FDS	228K New	N/A	228K $17B
SGOV	8.69K New	$100.16 - $100.7 $871K - $875K	8.69K $872M
DIMENSIONAL ETF TRUST	17.2K New	N/A	17.2K $838M
VANGUARD MUN BD FDS	10.6K New	N/A	10.6K $794M
AVDE	7.03K New	$60.9 - $66.69 $428K - $469K	7.03K $431M
EPD	9.28K New	$28.66 - $34.43 $266K - $319K	9.28K $291M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMST	-105K - 35.4%	$50.67 - $50.9 $5.33M - $5.35M	192K $9.73B
JPST	-31.3K - 12.22%	$50.37 - $50.6 $1.58M - $1.58M	225K $11.3B
DIMENSIONAL ETF TRUST	-22.6K - 40.3%	N/A	33.5K $1.69B
DFNM	-18.8K - 25.35%	$47.65 - $48.6 $896K - $914K	55.4K $2.65B
DFEM	-2.77K - 1.29%	$26.16 - $28.82 $72.5K - $79.8K	211K $5.53B
BIL	-3.44K - 53.2%	$91.29 - $91.8 $314K - $315K	3.02K $276M

Activity Summary All Purchases 43 New Holdings 13 Increased Positions 30 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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