Milestone Investment Advisors LLC Ishares Tresg Screened S&P Sma Transaction History
Milestone Investment Advisors LLC
- $371 Million
- Q2 2024
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 $91,791. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,170
Previous 2,170
-0.0%
Holding current value
$91,791
Previous $84,000
2.38%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
626KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.24 Million0.0% of portfolio
-
Bailard, Inc.45KShares$1.9 Million0.05% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.6 Million1.21% of portfolio
-
Merriman Wealth Management, LLC36.5KShares$1.54 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.34.3KShares$1.45 Million0.0% of portfolio