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

Milestone Asset Management, LLC

$454 Billion
Q4 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

42

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

13.2M
Shares

$657 Million
2.41% of portfolio
Raymond James & Associates St Petersburg, FL

226K
Shares

$11.2 Million
0.01% of portfolio
3 Edge Asset Management, LP

186K
Shares

$9.25 Million
0.64% of portfolio
Stifel Financial Corp St. Louis, MO

179K
Shares

$8.91 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

152K
Shares

$7.55 Million
0.01% of portfolio

About T ROWE PRICE EXCHANGE-TRADED F

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