Milestone Investment Advisors LLC Pimco Equity Ser Rafi Esg U S Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 6,038 shares of RAFE stock, worth $223,768. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,038
Previous 6,037
0.02%
Holding current value
$223,768
Previous $212,000
5.66%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding RAFE
# of Institutions
24Shares Held
813KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.4 Million1.1% of portfolio
-
Arlington Financial Advisors, LLC127KShares$4.7 Million1.2% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA112KShares$4.13 Million3.25% of portfolio
-
Gen Wealth Group, Inc.82KShares$3.04 Million0.71% of portfolio
-
Commonwealth Equity Services, LLC67.4KShares$2.5 Million0.0% of portfolio