Milestone Investment Advisors LLC Virtus ETF Tr Ii Virtus Terran Transaction History
Milestone Investment Advisors LLC
- $371 Million
- Q2 2024
A detailed history of Milestone Investment Advisors LLC transactions in Virtus ETF Tr Ii Virtus Terran stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 3,238 shares of JOET stock, worth $118,607. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,238
Previous 4,245
23.72%
Holding current value
$118,607
Previous $146,000
23.97%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding JOET
# of Institutions
34Shares Held
1.18MCall Options Held
0Put Options Held
0-
Ahrens Investment Partners LLC189KShares$6.92 Million2.6% of portfolio
-
Wells Fargo & Company San Francisco, CA183KShares$6.71 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA129KShares$4.74 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC116KShares$4.25 Million0.0% of portfolio
-
Total Clarity Wealth Management, Inc.97.9KShares$3.59 Million1.19% of portfolio