| |
|
|
| Name: |
Milestone Investment Advisors LLC |
| City: |
MIDDLETON |
| State: |
WI |
| Zip: |
53562 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
7 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
QCLN |
First Trust NASDAQ Clean Ed... |
43 |
New |
$33.98 |
$1,093,000 |
25,917 |
0.32% |
1,093,000 |
25,917 |
0.138 |
N/A |
|
|
HYDB |
Ishares Edge High Yield Def... |
44 |
New |
$0.00 |
$965,000 |
20,892 |
0.28% |
965,000 |
20,892 |
0.232 |
N/A |
|
|
JMUB |
Jpmorgan Municipal Etf |
69 |
New |
$0.00 |
$210,000 |
4,119 |
0.06% |
210,000 |
4,119 |
0.005 |
N/A |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
77 |
New |
$0.00 |
$147,000 |
1,000 |
0.04% |
147,000 |
1,000 |
0 |
N/A |
|
|
EUSB |
Ishares Esg Advanced Total ... |
82 |
New |
$0.00 |
$128,000 |
2,949 |
0.04% |
128,000 |
2,949 |
0 |
N/A |
|
|
CGMU |
Capital Group Municipal Inc... |
81 |
New |
$0.00 |
$128,000 |
4,741 |
0.04% |
128,000 |
4,741 |
0.009 |
N/A |
|
|
SUSC |
Ishares Esg Usd Corporate Bond |
90 |
New |
$0.00 |
$70,000 |
3,000 |
0.02% |
70,000 |
3,000 |
0.003 |
N/A |
|
