Mills Wealth Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Mills Wealth Advisors LLC

  • $145 Billion
  • Q3 2024
Number of Shares
56,103
Previous 60,797 7.72%
Holding current value
$2.85 Billion
Previous $3.08 Billion 7.54%
% of portfolio
1.96%
Previous 2.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
N/A
-4,694 Reduced 7.72%
56,103 $2.85 Billion
Q2 2024

Aug 08, 2024
BUY
N/A
8,028 Added 15.21%
60,797 $3.08 Billion
Q1 2024

Jul 03, 2024
BUY
N/A
20,711 Added 64.6%
52,769 $2.67 Billion
Q4 2023

Jul 03, 2024
BUY
N/A
32,058 New
32,058 $1.61 Billion
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