Milestone Investment Advisors LLC Pimco Equity Ser Rafi Esg U S Transaction History
Milestone Investment Advisors LLC
- $371 Million
- Q2 2024
A detailed history of Milestone Investment Advisors LLC transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 6,037 shares of RAFE stock, worth $218,539. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,037
Previous 8,571
29.56%
Holding current value
$218,539
Previous $304,000
30.26%
% of portfolio
0.06%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding RAFE
# of Institutions
23Shares Held
754KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.25 Million1.04% of portfolio
-
Arlington Financial Advisors, LLC125KShares$4.53 Million1.19% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA110KShares$3.98 Million3.26% of portfolio
-
Gen Wealth Group, Inc.84.3KShares$3.05 Million0.74% of portfolio
-
Commonwealth Equity Services, LLC67.9KShares$2.46 Million0.0% of portfolio