LWPC
MILN

Legacy Wealth Partners (California)’s Global X Millennial Consumer ETF MILN Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$849K Buy
+19,618
New +$814K 0.47% 55

Other funds holding MILN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Legacy Wealth Partners (California)'s MILN Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in Global X Millennial Consumer ETF (MILN) in Q2 2021: 19,618 shares worth $849K. The stake represents 0.47% of the portfolio and ranks #55 among its holdings.

45 funds tracked by Wall St. Rank hold MILN as of Q2 2021.

  • Legacy Wealth Partners (California) held 19,618 shares of Global X Millennial Consumer ETF worth $849K as of Q2 2021.
  • Global X Millennial Consumer ETF was a new Legacy Wealth Partners (California) position in Q2 2021.
  • Global X Millennial Consumer ETF made up 0.47% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #55 holding.
  • 45 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.