Milestone Advisory Partners Vaneck Short Muni ETF Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
Shares
6 transactions
Others Institutions Holding SMB
# of Institutions
86Shares Held
11.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.71MShares$46.5 Million0.0% of portfolio
-
Allworth Financial LP1.26MShares$21.5 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC651KShares$11.2 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA642KShares$11 Million0.0% of portfolio
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M Holdings Securities, Inc. Portland, OR573KShares$9.81 Million2.49% of portfolio