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

Milestone Asset Management, LLC

  • $446 Billion
  • Q3 2024
Number of Shares
188,700
Previous 169,392 11.4%
Holding current value
$7.14 Billion
Previous $6.25 Billion 14.29%
% of portfolio
1.6%
Previous 1.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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