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

Wilkins Miller Wealth Management, LLC

  • $168 Billion
  • Q4 2025
Number of Shares
41,248
Previous 33,403 23.49%
Holding current value
$885 Million
Previous $717 Million 23.43%
% of portfolio
0.53%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
N/A
7,845 Added 23.49%
41,248 $885 Million
Q3 2025

Nov 10, 2025
BUY
N/A
11,460 Added 52.23%
33,403 $717 Million
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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