Milestone Asset Management, LLC Innovator Etfs Tr Call Options Transaction History
Milestone Asset Management, LLC
- $446 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BALT
# of Institutions
127Shares Held
16.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.72MShares$53.8 Million0.02% of portfolio
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Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$51.6 Million1.15% of portfolio
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Wealthquest Corp Cincinnati, OH1.37MShares$42.7 Million6.47% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.6 Million0.09% of portfolio
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Commonwealth Equity Services, LLC1.06MShares$33.1 Million0.05% of portfolio