Wilkins Miller Wealth Management, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Wilkins Miller Wealth Management, LLC

  • $147 Billion
  • Q2 2025
Number of Shares
21,943
Previous 26,824 18.2%
Holding current value
$465 Million
Previous $560 Million 16.98%
% of portfolio
0.32%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-4,881 Reduced 18.2%
21,943 $465 Million
Q1 2025

May 13, 2025
BUY
N/A
3,197 Added 13.53%
26,824 $560 Million
Q4 2024

Feb 24, 2025
BUY
N/A
23,627 New
23,627 $487 Million
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