Number of Shares
10,297
Previous 10,259 0.37%
Holding current value
$219 Million
Previous $215 Million 1.57%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 22, 2025

BUY
N/A
38 Added 0.37%
10,297 $219 Million
Q2 2025

Sep 11, 2025

BUY
N/A
10,259 New
10,259 $215 Million
Track This Portfolio

Track Milestones Private Investment Advisors LLC Portfolio

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

News

Stay updated on Milestones Private Investment Advisors LLC with notifications on news.