Milestone Asset Management, LLC LISTED FDS TR Transaction History

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025
Number of Shares
7,519
Previous 9,510 20.94%
Holding current value
$488 Million
Previous $528 Million 7.55%
% of portfolio
0.09%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-1,991 Reduced 20.94%
7,519 $488 Million
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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