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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-

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $11M 486k 22.73
2023-12-31 $594k 26k 22.72

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Microsoft Corporation (MSFT)
Apple (AAPL)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Travelers Companies (TRV)

View all positions for Milestone Asset Management

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

Mirador Capital Partners
UBS Group
Goldman Sachs Group
Wells Fargo & Company
United Capital Financial Advisers
Asset Dedication
Milestone Asset Management
Captrust Financial Advisors
Migdal Insurance & Financial Holdings
Collective Family Office
Bank of America Corporation
CWM
Raymond James Financial Services Advisors
Ironwood Wealth Management
Nelson, Van Denburg & Campbell Wealth Management

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