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 $243,758. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,580
Previous 2,580
-0.0%
Holding current value
$243,758
Previous $252,000
-0.0%
% of portfolio
0.27%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding MBB
# of Institutions
907Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.88 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.75 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.37 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.71 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.59 Billion0.68% of portfolio