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| Name: |
Milestone Investment Advisors LLC |
| City: |
MIDDLETON |
| State: |
WI |
| Zip: |
53562 |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FDVV |
Fidelity High Dividend Etf |
34 |
New |
$0.00 |
$2,884,000 |
63,657 |
0.78% |
2,884,000 |
63,657 |
0.328 |
N/A |
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CGMS |
Capital Group Us Multi-sect... |
64 |
New |
$0.00 |
$319,000 |
11,783 |
0.09% |
319,000 |
11,783 |
0.013 |
N/A |
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HELO |
Jpmorgan Hedged Equity Ladd... |
72 |
New |
$0.00 |
$221,000 |
3,942 |
0.06% |
221,000 |
3,942 |
0.044 |
N/A |
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SMMU |
Pimco Short Term Municipal ... |
86 |
New |
$49.67 |
$100,000 |
1,998 |
0.03% |
100,000 |
1,998 |
0.002 |
Closed - End Fund - E... |
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VFVA |
Vanguard Us Value Factor Etf |
89 |
New |
$0.00 |
$90,000 |
751 |
0.02% |
90,000 |
751 |
0.008 |
N/A |
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CGDV |
Capital Group Dividend Valu... |
116 |
New |
$0.00 |
$10,000 |
296 |
0% |
10,000 |
296 |
0.002 |
N/A |
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