Milestone Asset Management, LLC LISTED FD TR Transaction History

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025
Number of Shares
10,713
Previous 9,052 18.35%
Holding current value
$491 Million
Previous $493 Million 0.27%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
N/A
1,661 Added 18.35%
10,713 $491 Million
Q4 2024

Jan 23, 2025
BUY
N/A
9,052 New
9,052 $493 Million
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