Milestones Private Investment Advisors LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 6,908 shares of LMBS stock, worth $345,123. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,908
Previous 7,116
2.92%
Holding current value
$345,123
Previous $351 Million
1.87%
% of portfolio
0.23%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding LMBS
# of Institutions
453Shares Held
89.8MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY13.8MShares$690 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.6MShares$580 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
-
Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio