Milestone Asset Management, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024
Number of Shares
140,320
Previous 307,496 54.37%
Holding current value
$5.18 Billion
Previous $11.1 Billion 53.55%
% of portfolio
1.14%
Previous 2.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
N/A
-167,176 Reduced 54.37%
140,320 $5.18 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
23,947 Added 8.45%
307,496 $11.1 Billion
Q2 2024

Jul 19, 2024
BUY
N/A
181,259 Added 177.2%
283,549 $9.92 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
102,290 New
102,290 $3.48 Billion
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