Cascadia Advisory Services’s Global X Millennial Consumer ETF MILN Stock Holding History

Cascadia Advisory Services’s Portfolio MILN Stock Details MILN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$211K	Buy	+8,166	New	+$205K	0.06%	228

Other funds holding MILN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Cascadia Advisory Services's MILN Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Global X Millennial Consumer ETF (MILN) in Q4 2019: 8,166 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #228 among its holdings.

24 funds tracked by Wall St. Rank hold MILN as of Q4 2019.

Cascadia Advisory Services held 8,166 shares of Global X Millennial Consumer ETF worth $211K as of Q4 2019.
Global X Millennial Consumer ETF was a new Cascadia Advisory Services position in Q4 2019.
Global X Millennial Consumer ETF made up 0.06% of Cascadia Advisory Services's portfolio in Q4 2019, its #228 holding.
24 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.