Milestone Asset Management, LLC First Trust Dorsey Wright Focu Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Milestone Asset Management, LLC holds 8,079 shares of FV stock, worth $503,160. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,079
Previous 8,039
0.5%
Holding current value
$503,160
Previous $468 Million
1.85%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
331Shares Held
42.4MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$428 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$261 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$258 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$175 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$104 Million0.06% of portfolio