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Name: |
MILESTONE ASSET MANAGEMENT LLC |
City: |
PITTSBURGH |
State: |
PA |
Zip: |
15237 |
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Holdings
Found :
5 |
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Unchanged Positions |
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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 |
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BRK.A |
Berkshire Hathaway Inc |
89 |
- |
$612,320.00 |
$634,000 |
1 |
0.18% |
91,000 |
0 |
0 |
Property & Casualty I... |
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MAR |
Marriott International Inc |
132 |
- |
$232.06 |
$336,000 |
1,331 |
0.1% |
36,000 |
0 |
0 |
Lodging |
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MUNI |
PIMCO Intermediate Municipa... |
145 |
- |
$51.79 |
$278,000 |
5,291 |
0.08% |
-1,000 |
0 |
0.006 |
Closed - End Fund - Debt |
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UMAR |
Innovator S&p 500 Ultra Buf... |
146 |
- |
$0.00 |
$270,000 |
8,264 |
0.08% |
9,000 |
0 |
0.092 |
N/A |
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GBIL |
Goldman Sachs Treasuryacces... |
154 |
- |
$100.03 |
$233,000 |
2,308 |
0.07% |
3,000 |
0 |
0.003 |
N/A |
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