Milestone Advisory Partners First Tr Large Cap Value Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
Shares
4 transactions
Others Institutions Holding FTA
# of Institutions
223Shares Held
11.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$170 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$78.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$66.2 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$35.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc417KShares$32.5 Million0.01% of portfolio