Milestone Investment Advisors LLC Ishares S&P Small Cap 600 Grow Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding IJT
# of Institutions
757Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$645 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$473 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$171 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$168 Million0.04% of portfolio