Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MILESTONE ADVISORY PARTNERS | 11-08-2023 | 09-30-2023 | 70 | 120,238,080 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 51 | $519,594 | 10,630 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| MASTERCARD INCORPORATED | CL A | 52 | $498,847 | 1,260 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| FIRST BANCORP N C | COM | 53 | $454,190 | 16,140 | 0.00 | 0.00 | 21 | 0.13 | 09-30-2023 |
| ISHARES TR | US OIL EQ&SV ETF | 54 | $448,995 | 18,677 | 0.00 | 0.00 | 2,087 | 12.58 | 09-30-2023 |
