Number of Shares
65,550
Previous 63,683 2.93%
Holding current value
$1.68 Billion
Previous $1.6 Billion 4.82%
% of portfolio
1.26%
Previous 1.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
N/A
1,867 Added 2.93%
65,550 $1.68 Billion
Q4 2024

Feb 24, 2025

BUY
N/A
63,683 New
63,683 $1.6 Billion
Track This Portfolio

Track Wilkins Miller Wealth Management, LLC Portfolio

Follow Wilkins Miller Wealth Management, 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 Wilkins Miller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilkins Miller Wealth Management, LLC with notifications on news.