Milestone Wealth, LLC Ishares Tr Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Milestone Wealth, LLC holds 2,580 shares of MBB stock, worth $238,314. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,580
Previous 2,580
-0.0%
Holding current value
$238,314
Previous $252,000
-0.0%
% of portfolio
0.27%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.85 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.2 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.53 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.77 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.69 Billion0.72% of portfolio