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

627

81.7M

100

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

Stay updated on Milestone Investment Advisors LLC with notifications on news.