CSWM
MILN

Cassady Schiller Wealth Management’s Global X Millennial Consumer ETF MILN Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$899 Hold
20
– – ﹤0.01% 822
2024
Q3 		$838 Hold
20
– – ﹤0.01% 427
2024
Q2 		$770 Hold
20
– – ﹤0.01% 438
2024
Q1 		$782 Hold
20
– – ﹤0.01% 466
2023
Q4 		$709 Buy
+20
New +$641 ﹤0.01% 415

Other funds holding MILN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cassady Schiller Wealth Management's MILN Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Global X Millennial Consumer ETF (MILN) position steady in Q4 2024 at 20 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Cassady Schiller Wealth Management first reported a position in MILN in Q4 2023 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold MILN as of Q4 2024.

  • Cassady Schiller Wealth Management held 20 shares of Global X Millennial Consumer ETF worth $899 as of Q4 2024.
  • Cassady Schiller Wealth Management left its Global X Millennial Consumer ETF share count unchanged in Q4 2024.
  • Global X Millennial Consumer ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #822 holding.
  • Cassady Schiller Wealth Management first reported a position in Global X Millennial Consumer ETF in Q4 2023 and has held it in 5 quarters since.
  • 42 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.