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 $488,771. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,039
Previous 7,995
0.55%
Holding current value
$488,771
Previous $458 Million
2.32%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
318Shares Held
42.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$406 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$255 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$252 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$171 Million0.25% of portfolio
-
Ubs Group Ag1.79MShares$109 Million0.03% of portfolio