Milestone Asset Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Milestone Asset Management, LLC
- $446 Billion
- Q3 2024
A detailed history of Milestone Asset Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Milestone Asset Management, LLC holds 12,348 shares of FIXD stock, worth $529,482. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,348
Previous 11,470
7.65%
Holding current value
$529,482
Previous $494 Million
13.13%
% of portfolio
0.13%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$533 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$404 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$334 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$302 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$168 Million0.04% of portfolio