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

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025
Number of Shares
141,703
Previous 138,859 2.05%
Holding current value
$5.24 Billion
Previous $4.82 Billion 8.66%
% of portfolio
1.11%
Previous 1.03%

Shares

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

Aug 05, 2025
BUY
N/A
2,844 Added 2.05%
141,703 $5.24 Billion
Q1 2025

Apr 09, 2025
SELL
N/A
-1,366 Reduced 0.97%
138,859 $4.82 Billion
Q4 2024

Jan 23, 2025
SELL
N/A
-169,732 Reduced 54.76%
140,225 $4.95 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
191,442 Added 161.53%
309,957 $10.8 Billion
Q2 2024

Jul 19, 2024
BUY
N/A
13,655 Added 13.02%
118,515 $3.99 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
104,860 New
104,860 $3.46 Billion
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