Milestone Investment Advisors LLC Ishares Tr Esg Screened S&P 50 Put Options Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding XVV
# of Institutions
95Shares Held
2.81MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.38 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.83 Million2.5% of portfolio
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Lpl Financial LLC Fort Mill, SC140KShares$6.46 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO97.9KShares$4.52 Million0.66% of portfolio