Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 2024
A detailed history of Milestone Asset Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Milestone Asset Management, LLC holds 32,108 shares of UAUG stock, worth $1.12 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
32,108
Previous 34,759
7.63%
Holding current value
$1.12 Million
Previous $1.13 Billion
4.8%
% of portfolio
0.27%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding UAUG
# of Institutions
87Shares Held
3.18MCall Options Held
0Put Options Held
0-
Kfg Wealth Management, LLC Granger, IN308KShares$10.8 Million4.52% of portfolio
-
Commonwealth Equity Services, LLC290KShares$10.1 Million0.02% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.53 Million1.39% of portfolio
-
Brookstone Capital Management210KShares$7.34 Million0.13% of portfolio
-
Soltis Investment Advisors LLC St. George, UT191KShares$6.67 Million0.68% of portfolio