Milestone Asset Management, LLC EA SERIES TRUST Transaction History

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025
Number of Shares
20,601
Previous 25,839 20.27%
Holding current value
$679 Million
Previous $804 Million 15.53%
% of portfolio
0.14%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
N/A
-5,238 Reduced 20.27%
20,601 $679 Million
Q1 2025

Apr 09, 2025
SELL
N/A
-897 Reduced 3.36%
25,839 $804 Million
Q4 2024

Jan 23, 2025
BUY
N/A
2,767 Added 11.54%
26,736 $843 Million
Q3 2024

Oct 25, 2024
SELL
N/A
-28,246 Reduced 54.1%
23,969 $731 Million
Q2 2024

Jul 19, 2024
BUY
N/A
9,860 Added 23.28%
52,215 $1.48 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
20,692 Added 95.52%
42,355 $1.16 Billion
Q4 2023

Jan 23, 2024
BUY
N/A
6,778 Added 45.54%
21,663 $584 Million
Q3 2023

Nov 13, 2023
BUY
N/A
14,885 New
14,885 $379 Million
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