Milestone Asset Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 2024
A detailed history of Milestone Asset Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Milestone Asset Management, LLC holds 11,470 shares of FIXD stock, worth $519,820. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,470
Previous 9,210
24.54%
Holding current value
$519,820
Previous $402 Million
22.97%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
356Shares Held
97.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$517 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$399 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$341 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$318 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$164 Million0.04% of portfolio