Milestone Asset Management, LLC First Trust Dorsey Wright Focu Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Milestone Asset Management, LLC holds 8,079 shares of FV stock, worth $499,362. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,079
Previous 8,039
0.5%
Holding current value
$499,362
Previous $468 Million
1.85%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
351Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$411 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$276 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$253 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$176 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$165 Million0.06% of portfolio