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Milestone Asset Management »

Inv Bulletshs 2024 Etf etf/closed end- shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Inv Bulletshs 2024 Etf etf/closed end- (BSJO) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Inv Bulletshs 2024 Etf etf/closed end-

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All positions including Inv Bulletshs 2024 Etf etf/closed end- held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Inv Bulletshs 2024 Etf etf/closed end- by Milestone Asset Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$9.4M	412k	22.72
2024-06-30	$11M	482k	22.72
2024-03-31	$11M	486k	22.73
2023-12-31	$594k	26k	22.72

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View all positions for Milestone Asset Management

Top funds holding Inv Bulletshs 2024 Etf etf/closed end-

Mirador Capital Partners

Morgan Stanley

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Envestnet Asset Management

LPL Financial

United Capital Financial Advisers

CWM

Wells Fargo & Company

Milestone Asset Management

Advisory Alpha

Asset Dedication

Integrated Wealth Concepts

Kaye Capital Management

Janney Montgomery Scott

Thrivent Financial for Lutherans

View all funds holding Inv Bulletshs 2024 Etf etf/closed end-

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