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 $3.49 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
111,398
Previous 103,572
7.56%
Holding current value
$3.49 Million
Previous $3.19 Billion
9.61%
% of portfolio
0.77%
Previous 0.72%
Shares
5 transactions
Others Institutions Holding BALT
# of Institutions
157Shares Held
21.6MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$96.6 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.59MShares$49.9 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.22MShares$38.2 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.11MShares$34.8 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$24.9 Million0.01% of portfolio