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

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025
Number of Shares
23,150
Previous 25,276 8.41%
Holding current value
$965 Million
Previous $1.01 Billion 4.51%
% of portfolio
0.18%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-2,126 Reduced 8.41%
23,150 $965 Million
Q2 2025

Aug 05, 2025
SELL
N/A
-853 Reduced 3.26%
25,276 $1.01 Billion
Q1 2025

Apr 09, 2025
BUY
N/A
2,138 Added 8.91%
26,129 $984 Million
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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