Milestone Investment Advisors LLC Invesco Ex Tr Self Indx Fd Tr Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Invesco Ex Tr Self Indx Fd Tr stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 4,597 shares of IMFL stock, worth $114,787. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,597

Previous 14,370 68.01%

Holding current value

$114,787

Previous $366,000 70.77%

% of portfolio

0.03%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$23.48 - $25.49 $229,470 - $249,113	-9,773 Reduced 68.01%	4,597 $107,000
Q3 2024 Oct 30, 2024	SELL	$23.68 - $26.26 $85,650 - $94,982	-3,617 Reduced 20.11%	14,370 $366,000
Q2 2024 Aug 13, 2024	SELL	$24.51 - $26.14 $2.52 Million - $2.69 Million	-102,848 Reduced 85.11%	17,987 $445,000
Q1 2024 May 14, 2024	SELL	$24.12 - $25.75 $1.03 Million - $1.1 Million	-42,792 Reduced 26.15%	120,835 $3.09 Million
Q4 2023 Feb 09, 2024	BUY	$21.76 - $25.23 $97,354 - $112,879	4,474 Added 2.81%	163,627 $4.12 Million
Q3 2023 Nov 08, 2023	BUY	$23.21 - $24.92 $197,029 - $211,545	8,489 Added 5.63%	159,153 $3.71 Million
Q2 2023 Aug 02, 2023	BUY	$23.36 - $24.58 $3.52 Million - $3.7 Million	150,664 New	150,664 $3.63 Million

Others Institutions Holding IMFL

# of Institutions

Shares Held

16.9M

Call Options Held

Put Options Held

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About INVESCO EX TR SELF INDX FD TR

Ticker IMFL

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Milestone Investment Advisors LLC Invesco Ex Tr Self Indx Fd Tr Transaction History