Milestone Investment Advisors LLC Pimco Equity Ser Rafi Esg U S Call Options Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding RAFE

# of Institutions

24

Shares Held

812K

Call Options Held

0

Put Options Held

0

Northwest Bancshares, Inc. Warren, PA

173K
Shares

$6.38 Million
1.1% of portfolio
Arlington Financial Advisors, LLC

127K
Shares

$4.68 Million
1.2% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

112K
Shares

$4.12 Million
3.25% of portfolio
Gen Wealth Group, Inc.

82K
Shares

$3.03 Million
0.71% of portfolio
Commonwealth Equity Services, LLC

67.4K
Shares

$2.49 Million
0.0% of portfolio

About PIMCO EQUITY SER RAFI ESG U S

Ticker RAFE
Sector ETFs
Industry ETFs

More about RAFE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.