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

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024
Number of Shares
140,225
Previous 309,957 54.76%
Holding current value
$4.95 Billion
Previous $10.8 Billion 54.1%
% of portfolio
1.09%
Previous 2.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email