Milestone Asset Management, LLC Options Holdings

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AVGO
Broadcom Inc.

Technology
PUT
$811 Million
3.5K
Q3 2024
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$469 Million
800
Q4 2024
Reduced 11.11%

Summary

  • Portfolio
  • No. of Stocks 354
  • Current Value $454 Billion
  • Prior Value $446 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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