Milestone Asset Management, LLC Options Holdings

Milestone Asset Management, LLC

  • $446 Billion
  • Q3 2024

Options Holdings Table

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

Technology
PUT
$604 Million
3.5K
Q3 2024
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$516 Million
900
Q4 2023
Reduced 25.0%

Summary

  • Portfolio
  • No. of Stocks 335
  • Current Value $446 Billion
  • Prior Value $399 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 40 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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.

Choose your preferred platform and Sign Up 👇 Telegram Email