Number of Shares
307,496
Previous 283,549 8.45%
Holding current value
$11.1 Billion
Previous $9.92 Billion 12.31%
% of portfolio
2.5%
Previous 2.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
N/A
23,947 Added 8.45%
307,496 $11.1 Billion
Q2 2024

Jul 19, 2024

BUY
N/A
181,259 Added 177.2%
283,549 $9.92 Billion
Q1 2024

Apr 23, 2024

BUY
N/A
102,290 New
102,290 $3.48 Billion
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.