Milestone Investment Advisors LLC Ishares Tresg Screened S&P Sma Transaction History
Milestone Investment Advisors LLC
- $349 Million
- Q1 2025
A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,170 shares of XJR stock, worth $87,017. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,170
Previous 2,170
-0.0%
Holding current value
$87,017
Previous $89,000
8.99%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding XJR
# of Institutions
83Shares Held
791KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.79 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA58.7KShares$2.35 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$2 Million0.09% of portfolio
-
Better Money Decisions, LLC33KShares$1.32 Million0.83% of portfolio
-
Biltmore Family Office, LLC32KShares$1.28 Million0.21% of portfolio