Milestone Asset Management, LLC RBB FD INC Transaction History

Milestone Asset Management, LLC

  • $350 Billion
  • Q1 2024
Number of Shares
103,801
Previous 279,542 62.87%
Holding current value
$5.2 Billion
Previous $14 Billion 62.76%
% of portfolio
1.49%
Previous 4.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
N/A
-175,741 Reduced 62.87%
103,801 $5.2 Billion
Q4 2023

Jan 23, 2024
BUY
N/A
279,542 New
279,542 $14 Billion
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