Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MILESTONE INVESTMENT ADVISORS LLC | 05-14-2024 | 03-31-2024 | 128 | 370,811,341 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RPM INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 24 | +Inf | 12-31-2023 | |
| ELEMENT SOLUTIONS INC | COM | Liquidated | $0 | 0 | 0.00 | 115 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRADED FD TR II | ESG S&P 500 EQL | 403 | $2,255 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 404 | $2,254 | 58 | 0.00 | 0.00 | -504 | -89.68 | 03-31-2024 |
