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

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025
Number of Shares
138,859
Previous 140,225 0.97%
Holding current value
$4.82 Billion
Previous $4.95 Billion 2.47%
% of portfolio
1.03%
Previous 1.09%

Shares

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