Mills Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

Mills Wealth Advisors LLC

  • $145 Billion
  • Q3 2024
Number of Shares
127,402
Previous 169,569 24.87%
Holding current value
$10.1 Billion
Previous $12.9 Billion 21.74%
% of portfolio
6.95%
Previous 9.21%

Shares

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

Oct 21, 2024
SELL
N/A
-42,167 Reduced 24.87%
127,402 $10.1 Billion
Q2 2024

Aug 08, 2024
BUY
N/A
102,563 Added 153.07%
169,569 $12.9 Billion
Q1 2024

Jul 03, 2024
BUY
N/A
61,089 Added 1032.43%
67,006 $5.13 Billion
Q4 2023

Jul 03, 2024
BUY
N/A
5,917 New
5,917 $458 Million
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