Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $446 Billion
- Q3 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 7,063 shares of UFEB stock, worth $230,324. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,063
Previous 7,063
-0.0%
Holding current value
$230,324
Previous $224 Million
2.76%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding UFEB
# of Institutions
62Shares Held
1.19MCall Options Held
0Put Options Held
0-
Truist Financial Corp125KShares$4.07 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.34 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ78.5KShares$2.56 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC75.1KShares$2.45 Million0.0% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA58.7KShares$1.92 Million0.09% of portfolio