MILESTONE ASSET MANAGEMENT, LLC FLTR Holdings History
Number of Shares
1.24 Mil
Current Holdings Value*
$31.77 Mil
% of Portfolio
6.77%
Total Estimate Gain
$4,375.50
% of Total Estimate Gain
0.01%
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 $25.51, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his FLTR holdings is $4,375.50, reflecting a 0.01% gain to date.
MILESTONE ASSET MANAGEMENT, LLC FLTR ($25.51) Holding Chart
MILESTONE ASSET MANAGEMENT, LLC FLTR ($25.51) 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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