Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MILESTONE WEALTH LLC | 08-12-2022 | 06-30-2022 | 228 | 94,958,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY ETF | UIT EXCHANGE TRADED | 101 | $79,000 | 242 | 0.08 | 0.09 | 0 | 0.00 | 06-30-2022 |
| THERMO FISHER SCNTFC | COMMON STOCK | 102 | $76,000 | 140 | 0.08 | 0.08 | 0 | 0.00 | 06-30-2022 |
| ADAPTIVE BIOTECHNOLOGIES | COMMON STOCK | 103 | $76,000 | 9,379 | 0.08 | 0.21 | 0 | 0.00 | 06-30-2022 |
| HOME DEPOT INC | COMMON STOCK | 104 | $74,000 | 270 | 0.08 | 0.12 | -81 | -23.08 | 06-30-2022 |
