Milestone Asset Management, LLC RBB FD INC Transaction History

Milestone Asset Management, LLC

  • $399 Billion
  • Q2 2024
Number of Shares
560,340
Previous 103,801 439.82%
Holding current value
$28.1 Billion
Previous $5.2 Billion 439.5%
% of portfolio
7.02%
Previous 1.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
N/A
456,539 Added 439.82%
560,340 $28.1 Billion
Q1 2024

Apr 23, 2024
SELL
N/A
-175,741 Reduced 62.87%
103,801 $5.2 Billion
Q4 2023

Jan 23, 2024
BUY
N/A
279,542 New
279,542 $14 Billion
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