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Mills Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Mills Wealth Advisors’s Portfolio SCMB Stock Details SCMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,399
Closed -$687K – 52
2022
Q4 		$687K Buy
+13,399
New +$687K 0.62% 30