PTC
MILN

Private Trust Company’s Global X Millennial Consumer ETF MILN Stock Holding History

Private Trust Company’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
Q1 		– Sell
-396
Closed -$14K – 2313
2023
Q4 		$14K Hold
396
– – ﹤0.01% 1531
2023
Q3 		$12K Buy
+396
New +$12.7K ﹤0.01% 1532

Other funds holding MILN

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
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Private Trust Company's MILN Position: Q1 2024 in Review

Private Trust Company sold out of Global X Millennial Consumer ETF (MILN) in Q1 2024, closing a stake of 396 shares — an estimated $14K sold.

Private Trust Company first reported a position in MILN in Q3 2023 and held it in 2 quarters. The position peaked at $14K in Q4 2023. 47 funds tracked by Wall St. Rank hold MILN as of Q1 2024.

  • Private Trust Company reported no remaining Global X Millennial Consumer ETF position as of Q1 2024 after selling out during the quarter.
  • Private Trust Company sold 396 Global X Millennial Consumer ETF shares in Q1 2024, an estimated $14K.
  • Private Trust Company first reported a position in Global X Millennial Consumer ETF in Q3 2023 and held it in 2 quarters.
  • Private Trust Company's Global X Millennial Consumer ETF position peaked at $14K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q1 2024.

Based on Private Trust Company's 13F filing for Q1 2024, filed 24 Apr 2024.