Milestone Asset Management, LLC Innovator U.S. Equity Power Bu Transaction History

Milestone Asset Management, LLC

$446 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$33.63 - $34.86 $12.7 Million - $13.2 Million	377,399 New	377,399 $12.7 Billion

Others Institutions Holding PJUL

# of Institutions

249

Shares Held

19.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.75M
Shares

$156 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

984K
Shares

$40.9 Million
0.86% of portfolio
Brookstone Capital Management

767K
Shares

$31.9 Million
0.52% of portfolio
Commonwealth Equity Services, LLC

727K
Shares

$30.2 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

591K
Shares

$24.6 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
Sector ETFs
Industry ETFs

More about PJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.