Number of Shares
1.24 Mil
Current Holdings Value*
$31.77 Mil
% of Portfolio
6.77%
Total Estimate Gain
$-8,059.45
% of Total Estimate Gain
-0.03%

MILESTONE ASSET MANAGEMENT, LLC's VanEck IG Floating Rate ETF Holding Summary

As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held 1.24 Mil shares of VanEck IG Floating Rate ETF(FLTR), totaling $31.77 Mil. This investment constitutes 6.77% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 1.31% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.

The initial trade took place in 2024Q4. And since then MILESTONE ASSET MANAGEMENT, LLC has made 2 purchases of FLTR, at an average price of $25.51, for a total of 1.24 Mil shares. Based on historical transaction data and FLTR's current price of $25.50, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his FLTR holdings is $-8,059.45, reflecting a -0.03% gain to date.

MILESTONE ASSET MANAGEMENT, LLC FLTR ($25.50) Holding Chart

MILESTONE ASSET MANAGEMENT, LLC FLTR ($25.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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