Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 2024
A detailed history of Milestone Asset Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Milestone Asset Management, LLC holds 15,269 shares of UAPR stock, worth $447,839. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,269
Previous 16,502
7.47%
Holding current value
$447,839
Previous $465 Million
4.59%
% of portfolio
0.11%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding UAPR
# of Institutions
82Shares Held
4.84MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH932KShares$27.3 Million21.84% of portfolio
-
Brookstone Capital Management644KShares$18.9 Million0.35% of portfolio
-
Ae Wealth Management LLC316KShares$9.27 Million0.1% of portfolio
-
Tradition Wealth Management, LLC298KShares$8.74 Million0.88% of portfolio
-
Commonwealth Equity Services, LLC283KShares$8.29 Million0.01% of portfolio