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

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024
Number of Shares
23,991
Previous 188,700 87.29%
Holding current value
$927 Million
Previous $7.14 Billion 87.02%
% of portfolio
0.2%
Previous 1.6%

Shares

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

Jan 23, 2025
SELL
N/A
-164,709 Reduced 87.29%
23,991 $927 Million
Q3 2024

Oct 25, 2024
BUY
N/A
19,308 Added 11.4%
188,700 $7.14 Billion
Q2 2024

Jul 19, 2024
SELL
N/A
-282,940 Reduced 62.55%
169,392 $6.25 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
452,332 New
452,332 $16.2 Billion
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