Milestone Asset Management, LLC Options Holdings

Milestone Asset Management, LLC

  • $350 Billion
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$471,000
900
Q4 2023
Reduced 25.0%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $350 Billion
  • Prior Value $304 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 89 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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