Milestone Asset Management, LLC T Rowe Price Exchange Traded F Transaction History

Milestone Asset Management, LLC

$446 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$49.24 - $49.69 $30,430 - $30,708	618 Added 2.72%	23,324 $1.15 Billion
Q1 2024 Apr 23, 2024	BUY	$49.16 - $49.53 $1.12 Million - $1.12 Million	22,706 New	22,706 $1.12 Billion

Others Institutions Holding TBUX

# of Institutions

26

Shares Held

9.76M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

8.85M
Shares

$439 Million
0.1% of portfolio
Raymond James & Associates St Petersburg, FL

226K
Shares

$11.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

152K
Shares

$7.55 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

132K
Shares

$6.56 Million
0.02% of portfolio
3 Edge Asset Management, LP

93.6K
Shares

$4.65 Million
0.4% of portfolio

About T ROWE PRICE EXCHANGE-TRADED F

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