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

Lenox 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
2019 Q4	–	Sell	-244	Closed	-$6K	–	731
2019 Q3	$6K	Hold	244	–	–	﹤0.01%	514
2019 Q2	$6K	Buy	+244	New	+$5.93K	﹤0.01%	498

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

Lenox Wealth Management's MILN Position: Q4 2019 in Review

Lenox Wealth Management sold out of Global X Millennial Consumer ETF (MILN) in Q4 2019, closing a stake of 244 shares — an estimated $6K sold.

Lenox Wealth Management first reported a position in MILN in Q2 2019 and held it in 2 quarters. The position peaked at $6K in Q3 2019. 24 funds tracked by Wall St. Rank hold MILN as of Q4 2019.

Lenox Wealth Management reported no remaining Global X Millennial Consumer ETF position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 244 Global X Millennial Consumer ETF shares in Q4 2019, an estimated $6K.
Lenox Wealth Management first reported a position in Global X Millennial Consumer ETF in Q2 2019 and held it in 2 quarters.
Lenox Wealth Management's Global X Millennial Consumer ETF position peaked at $6K in Q3 2019.
24 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.