Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $350 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding UJUL
# of Institutions
52Shares Held
1.63MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC233KShares$7.67 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL221KShares$7.28 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH165KShares$5.44 Million0.62% of portfolio
-
Delta Investment Management, LLC128KShares$4.23 Million1.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC122KShares$4.01 Million0.01% of portfolio