Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MILESTONE ASSET MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 286 | 349,950,456 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MODERT ALLOC ETF | 101 | $775,216 | 18,121 | 0.00 | 0.00 | 316 | 1.77 | 03-31-2024 |
| VISA INC | COM CL A | 102 | $764,262 | 2,738 | 0.00 | 0.00 | 466 | 20.51 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQUT BUFR AUG | Liquidated | $0 | 0 | 0.00 | 21,863 | +Inf | 12-31-2023 | |
| INNOVATOR ETFS TRUST | US EQTY BUF DEC | 104 | $710,689 | 17,503 | 0.00 | 0.00 | -55 | -0.31 | 03-31-2024 |
