Milestone Asset Management, LLC First Trust Dorsey Wright Focu Transaction History
Milestone Asset Management, LLC
- $446 Billion
- Q3 2024
A detailed history of Milestone Asset Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Milestone Asset Management, LLC holds 8,039 shares of FV stock, worth $470,281. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,039
Previous 7,995
0.55%
Holding current value
$470,281
Previous $458 Million
2.32%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
326Shares Held
42.3MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$402 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$245 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$242 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$165 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$97.8 Million0.06% of portfolio