Milestone Advisory Partners Ishares U.S. Consumer Staples Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
Shares
4 transactions
Others Institutions Holding IYK
# of Institutions
245Shares Held
8.94MCall Options Held
6.2KPut Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.48MShares$104 Million2.2% of portfolio
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Morgan Stanley New York, NY870KShares$61.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC810KShares$57.1 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC556KShares$39.2 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO539KShares$38 Million0.04% of portfolio