Milestone Asset Management, LLC Innovator Etfs Tr Transaction History
Milestone Asset Management, LLC
- $446 Billion
- Q3 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 103,572 shares of BALT stock, worth $3.22 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
103,572
Previous 87,780
17.99%
Holding current value
$3.22 Million
Previous $2.64 Billion
21.13%
% of portfolio
0.72%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding BALT
# of Institutions
131Shares Held
17.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.72MShares$53.6 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$51.4 Million1.15% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.6 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$41.7 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33 Million0.05% of portfolio