Milestone Asset Management, LLC LISTED FDS TR Transaction History

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025
Number of Shares
9,510
Previous 10,713 11.23%
Holding current value
$528 Million
Previous $491 Million 7.37%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Aug 05, 2025
SELL
N/A
-1,203 Reduced 11.23%
9,510 $528 Million
Q1 2025

Apr 09, 2025
BUY
N/A
1,661 Added 18.35%
10,713 $491 Million
Q4 2024

Jan 23, 2025
BUY
N/A
9,052 New
9,052 $493 Million
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