Milestone Asset Management, LLC Innovator Etfs Tr Transaction History

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024

A detailed history of Milestone Asset Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 111,398 shares of BALT stock, worth $3.52 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
111,398
Previous 103,572 7.56%
Holding current value
$3.52 Million
Previous $3.19 Billion 9.61%
% of portfolio
0.77%
Previous 0.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$30.76 - $31.55 $240,727 - $246,910
7,826 Added 7.56%
111,398 $3.5 Billion
Q3 2024

Oct 25, 2024
BUY
$29.76 - $30.83 $469,969 - $486,867
15,792 Added 17.99%
103,572 $3.19 Billion
Q2 2024

Jul 19, 2024
SELL
$28.96 - $30.04 $9.83 Million - $10.2 Million
-339,455 Reduced 79.45%
87,780 $2.64 Billion
Q1 2024

Apr 23, 2024
SELL
$28.46 - $29.26 $70.8 Million - $72.8 Million
-2,487,056 Reduced 85.34%
427,235 $12.5 Billion
Q4 2023

Jan 23, 2024
BUY
$27.69 - $28.57 $80.7 Million - $83.3 Million
2,914,291 New
2,914,291 $83.3 Billion

Others Institutions Holding BALT

# of Institutions
157
Shares Held
21.5M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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