Milestone Investment Advisors LLC J P MORGAN EXCHANGE TRADED F Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025
Number of Shares
3,881
Previous 95,587 95.94%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-91,706 Reduced 95.94%
3,881 $0
Q2 2025

Aug 13, 2025
SELL
N/A
-2,772 Reduced 2.82%
95,587 $0
Q1 2025

Apr 28, 2025
BUY
N/A
4,123 Added 4.38%
98,359 $0
Q4 2024

Feb 12, 2025
BUY
N/A
19,429 Added 25.97%
94,236 $0
Q3 2024

Oct 30, 2024
BUY
N/A
9,102 Added 13.85%
74,807 $0
Q2 2024

Aug 13, 2024
BUY
N/A
61,763 Added 1566.79%
65,705 $0
Q1 2024

May 14, 2024
BUY
N/A
3,942 New
3,942 $0
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors 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 Investment Advisors LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email