Mc Mill Wealth Management FIDELITY WISE ORIGIN Transaction History

Mc Mill Wealth Management

  • $351 Billion
  • Q3 2025
Number of Shares
2,275
Previous 2,227 2.16%
Holding current value
$227 Million
Previous $209 Million 8.77%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 07, 2025
BUY
N/A
48 Added 2.16%
2,275 $227 Million
Q2 2025

Aug 04, 2025
SELL
N/A
-701 Reduced 23.94%
2,227 $209 Million
Q1 2025

May 09, 2025
BUY
N/A
2,928 New
2,928 $211 Million
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