Milestone Asset Management, LLC Etfis Ser Tr I Virtus Private Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in Etfis Ser Tr I Virtus Private stock. As of the latest transaction made, Milestone Asset Management, LLC holds 23,900 shares of VPC stock, worth $537,750. This represents 0.11% of its overall portfolio holdings.
Number of Shares
23,900
Previous 17,203
38.93%
Holding current value
$537,750
Previous $384 Million
35.2%
% of portfolio
0.11%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VPC
# of Institutions
27Shares Held
679KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ158KShares$3.56 Million0.01% of portfolio
-
Hedeker Wealth, LLC102KShares$2.3 Million0.63% of portfolio
-
Delta Investment Management, LLC90.1KShares$2.03 Million0.47% of portfolio
-
Avantax Advisory Services, Inc.52.8KShares$1.19 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC52.1KShares$1.17 Million0.0% of portfolio