Milestone Asset Management, LLC Innovator Etfs Tr Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 2024
A detailed history of Milestone Asset Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 87,780 shares of BALT stock, worth $2.71 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
87,780
Previous 427,235
79.45%
Holding current value
$2.71 Million
Previous $12.5 Billion
78.91%
% of portfolio
0.66%
Previous 3.57%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
121Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.69MShares$52.1 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.2 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.2 Million0.09% of portfolio
-
Brookstone Capital Management637KShares$19.6 Million0.36% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH610KShares$18.8 Million2.03% of portfolio