Wilkins Miller Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Wilkins Miller Wealth Management, LLC
- $147 Billion
- Q2 2025
A detailed history of Wilkins Miller Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 208,691 shares of IBDW stock, worth $4.45 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
208,691
Previous 220,293
5.27%
Holding current value
$4.45 Million
Previous $4.57 Billion
3.94%
% of portfolio
2.99%
Previous 3.44%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
243Shares Held
69.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$72.7 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.8 Million1.08% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio