Milestone Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Milestone Investment Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$45.44 - $46.67 $45 - $46	1 Added 0.65%	156 $7,000
Q4 2023 Feb 09, 2024	BUY	$43.09 - $46.83 $86 - $93	2 Added 1.31%	155 $7,000
Q3 2023 Nov 08, 2023	BUY	$44.14 - $46.33 $44 - $46	1 Added 0.66%	153 $6,000
Q2 2023 Aug 02, 2023	BUY	$45.86 - $47.33 $45 - $47	1 Added 0.66%	152 $7,000
Q1 2023 May 16, 2023	BUY	$45.33 - $47.44 $6,844 - $7,163	151 New	151 $7,000

625

107M

100

1.8K

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