Milestone Investment Advisors LLC Ishares Tr Esg Aware Usd Corpo 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 |
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Others Institutions Holding SUSC
# of Institutions
251Shares Held
38.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.95MShares$184 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY2.85MShares$66 Million0.01% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$61.9 Million0.23% of portfolio
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Wealthfront Advisers LLC2.3MShares$53.2 Million0.18% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.96MShares$45.2 Million0.01% of portfolio