Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $350 Billion
- Q1 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 105,017 shares of UDEC stock, worth $3.6 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
105,017
Previous 105,573
0.53%
Holding current value
$3.6 Million
Previous $3.38 Billion
3.76%
% of portfolio
1.0%
Previous 1.11%
Shares
6 transactions
Others Institutions Holding UDEC
# of Institutions
57Shares Held
1.99MCall Options Held
0Put Options Held
0-
Brookstone Capital Management566KShares$19.4 Million0.38% of portfolio
-
Mgo One Seven LLC Beachwood, OH151KShares$5.17 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC113KShares$3.88 Million0.01% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL69.7KShares$2.39 Million0.22% of portfolio
-
Kfg Wealth Management, LLC Granger, IN64.5KShares$2.21 Million0.97% of portfolio