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

Milestone Asset Management, LLC

  • $446 Billion
  • Q3 2024
Number of Shares
124,307
Previous 118,669 4.75%
Holding current value
$4.29 Billion
Previous $4.01 Billion 6.97%
% of portfolio
0.96%
Previous 1.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
N/A
5,638 Added 4.75%
124,307 $4.29 Billion
Q2 2024

Jul 19, 2024
BUY
N/A
12,645 Added 11.93%
118,669 $4.01 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
106,024 New
106,024 $3.5 Billion
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