Milestone Investment Advisors LLC Virtus ETF Tr Ii Virtus Terran Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding JOET
# of Institutions
32Shares Held
1.27MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA197KShares$7.95 Million0.0% of portfolio
-
Ahrens Investment Partners LLC189KShares$7.61 Million2.6% of portfolio
-
Morgan Stanley New York, NY134KShares$5.42 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC116KShares$4.66 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ75.9KShares$3.06 Million0.01% of portfolio