Milestone Investment Advisors LLC Sells in Q4 2024

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
-165K
- 41.94%
$46.07 - $48.17 $7.58M - $7.93M
228K $10.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-162K
- 97.76%
$25.15 - $27.57 $4.08M - $4.47M
3.72K $93K
OMFL
Invesco Exchange Traded Self I

ETFs
-33K
- 42.27%
$52.49 - $56.58 $1.73M - $1.87M
45.1K $2.45M
USFR
Wisdomtree Floating Rate Treas

ETFs
-31.4K
- 20.57%
$50.23 - $50.46 $1.58M - $1.58M
121K $6.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-9.48K
- 7.16%
$37.12 - $41.23 $352K - $391K
123K $4.56M
ICLN
Ishares

ETFs
-28.2K
- 33.54%
$11.35 - $14.51 $320K - $408K
55.8K $634K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-3.6K
- 83.83%
$117.34 - $130.02 $423K - $468K
695 $82K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-3.72K
- 10.64%
$103.6 - $112.52 $385K - $418K
31.2K $3.27M
IMFL
Invesco Ex Tr Self Indx Fd Tr
-9.77K
- 68.01%
$23.48 - $25.49 $229K - $249K
4.6K $107K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-555
- 1.87%
$174.22 - $187.62 $96.7K - $104K
29.1K $5.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.12K
- 2.33%
$69.58 - $74.87 $78K - $83.9K
47.1K $3.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-234
- 0.49%
$88.59 - $94.57 $20.7K - $22.1K
47.6K $4.23M
VEA
Vanguard Ftse Developed Market

ETFs
-610
- 2.92%
$47.57 - $52.44 $29K - $32K
20.3K $970K
VRIG
Invesco Actively Managed ETF F

ETFs
-5.27K
- 4.25%
$25.06 - $25.2 $132K - $133K
119K $2.98M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.11K
- 90.66%
$26.63 - $30.23 $109K - $124K
423 $11K
EFV
Msci Eafe Value ETF

ETFs
-399
- 6.98%
$51.78 - $57.15 $20.7K - $22.8K
5.32K $279K
OMFS
Invesco Exchange Traded Self I

ETFs
-1.18K
- 37.2%
$38.83 - $43.9 $45.8K - $51.8K
1.99K $78K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-105
- 0.56%
$113.92 - $127.38 $12K - $13.4K
18.7K $2.16M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-12
- 0.51%
$64.62 - $71.43 $775 - $857
2.35K $151K
VBR
Vanguard Small Cap Value ETF

ETFs
-48
- 2.14%
$197.36 - $217.3 $9.47K - $10.4K
2.19K $434K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-22
- 1.11%
$56.61 - $61.63 $1.25K - $1.36K
1.97K $111K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-20
- 0.38%
$77.02 - $78.58 $1.54K - $1.57K
5.2K $401K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-14
- 0.23%
$36.21 - $38.2 $507 - $535
6.02K $218K
USXF
Ishares Esg Advanced Msci Usa

Technology
-10
- 0.15%
$48.45 - $52.57 $485 - $526
6.78K $336K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-5
- 0.16%
$107.41 - $115.71 $537 - $579
3.06K $337K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-71
- 0.47%
$118.0 - $127.04 $8.38K - $9.02K
14.9K $1.82M
VOT
Vanguard Mid Cap Growth Index

ETFs
-20
- 0.91%
$241.48 - $274.89 $4.83K - $5.5K
2.18K $553K
XLF
Financial Sector Spdr

ETFs
-201
- 2.07%
$44.89 - $51.34 $9.02K - $10.3K
9.5K $459K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-452
- 0.64%
$46.53 - $49.91 $21K - $22.6K
70K $3.37M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.65K
- 5.68%
$216.72 - $244.71 $357K - $403K
27.3K $6.43M
XLK
Technology Sector Spdr

ETFs
-161
- 0.65%
$220.26 - $241.44 $35.5K - $38.9K
24.5K $5.69M
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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