Milestone Asset Management, LLC Innovator Etfs Tr Transaction History

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 111,530 shares of BALT stock, worth $3.48 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
111,530
Previous 111,398 0.12%
Holding current value
$3.48 Million
Previous $3.5 Billion 0.01%
% of portfolio
0.74%
Previous 0.77%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$31.31 - $31.89 $4,132 - $4,209
132 Added 0.12%
111,530 $3.5 Billion
Q4 2024

Jan 23, 2025
BUY
$30.76 - $31.55 $240,727 - $246,910
7,826 Added 7.56%
111,398 $3.5 Billion
Q3 2024

Oct 25, 2024
BUY
$29.76 - $30.83 $469,969 - $486,867
15,792 Added 17.99%
103,572 $3.19 Billion
Q2 2024

Jul 19, 2024
SELL
$28.96 - $30.04 $9.83 Million - $10.2 Million
-339,455 Reduced 79.45%
87,780 $2.64 Billion
Q1 2024

Apr 23, 2024
SELL
$28.46 - $29.26 $70.8 Million - $72.8 Million
-2,487,056 Reduced 85.34%
427,235 $12.5 Billion
Q4 2023

Jan 23, 2024
BUY
$27.69 - $28.57 $80.7 Million - $83.3 Million
2,914,291 New
2,914,291 $83.3 Billion

Others Institutions Holding BALT

# of Institutions
163
Shares Held
22.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email