Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $473 Billion
- Q2 2025
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 7,063 shares of UFEB stock, worth $253,561. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,063
Previous 7,063
-0.0%
Holding current value
$253,561
Previous $229 Million
5.93%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
6.97MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.73MShares$62.2 Million0.9% of portfolio
-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.4 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL969KShares$34.8 Million0.04% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.9 Million3.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ161KShares$5.78 Million0.01% of portfolio