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  Name: Milestone Investment Advisors LLC
  City: MIDDLETON
  State: WI
  Zip: 53562
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $370,812,000
  Total Value Change : $26,648,000
  Securities Held Change : 3
   
All Securities Held : 128
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 23
  Unchanged Positions : 49
  Decreased Positions : 50

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (VOD)1 Year Chart         VOD Vodafone Group Public Limit... 129 Closed $9.40 $0 0 0% -19,000 -2,205 0    Wireless Communications
   (XVV)1 Year Chart         XVV Ishares Esg Screened S&p 50... 132 Closed $0.00 $0 0 0% -11,000 -300 0    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 131 Closed $0.00 $0 0 0% -42,000 -601 0    N/A
   (PFFD)1 Year Chart         PFFD Global X Us Preferred Etf 130 Closed $0.00 $0 0 0% -14,000 -700 0    N/A

      4 Records Found
  1    
Page 1 of 1
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