News + Filings Holdings
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MILESTONE WEALTH, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
GOLDMAN SACHS ETF TR EQUITY
| GSLC | STOCK | 221,513 | -7,231 | 15,735,000 | -1,407,000 | | |
Hist
| 09/30/2022 |
Goldman Sachs ETF Trust
| GCOR | Common | 357,133 | -5,530 | 14,604,000 | -1,078,000 | | |
Hist
| 09/30/2022 |
Goldman Sachs ETF Trust
| GSIE | Common | 239,068 | -2,313 | 5,916,000 | -787,000 | | |
Hist
| 09/30/2022 |
TWITTER, INC.
| TWTR | COM | 2,000 | -10,500 | 88,000 | -379,000 | | |
Hist
| 09/30/2022 |
NIO Inc.
| NIO | Common | 5,739 | -10,000 | 91,000 | -251,000 | | |
Hist
| 09/30/2022 |
Goldman Sachs ETF Trust
| GTIP | Common | 51,545 | -971 | 2,457,000 | -250,000 | | |
Hist
| 09/30/2022 |
Goldman Sachs ETF Trust
| GSSC | Common | 75,220 | -1,509 | 3,803,000 | -225,000 | | |
Hist
| 09/30/2022 |
Goldman Sachs ETF Trust
| GEM | Common | 40,263 | -1,237 | 1,037,000 | -198,000 | | |
Hist
| 09/30/2022 |
Goldman Sachs ETF Trust
| GIGB | Common | 61,636 | -223 | 2,659,000 | -190,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| EMB | Common | 19,683 | -208 | 1,570,000 | -127,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| SHV | Common | 4,464 | -1,136 | 491,000 | -126,000 | | |
Hist
| 09/30/2022 |
Alibaba Group Holding Ltd
| BABA | SPONSORED ADS | 2,219 | -200 | 177,000 | -98,000 | | |
Hist
| 09/30/2022 |
Apple Inc.
| AAPL | Common | 8,728 | -750 | 1,207,000 | -89,000 | | |
Hist
| 09/30/2022 |
Tencent Holdings LTD ADR
| TCEHY | COM | 2,599 | -500 | 88,000 | -53,000 | | |
Hist
| 09/30/2022 |
MICROSTRATEGY Inc
| MSTR | Cl A | 490 | -300 | 104,000 | -26,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| MBB | Common | 2,509 | -71 | 230,000 | -22,000 | | |
Hist
| 09/30/2022 |
Goldman Sachs ETF Trust
| GHYB | Common | 5,337 | -300 | 217,000 | -19,000 | | |
Hist
| 09/30/2022 |
VANGUARD SCOTTSDALE FUNDS
| VGIT | Common | 4,488 | -67 | 262,000 | -17,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| IXUS | Common | 2,436 | -5 | 124,000 | -15,000 | | |
Hist
| 09/30/2022 |
VANGUARD INDEX FUNDS
| VB | ETF | 290 | -3 | 49,000 | -3,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| IJT | S&P SMLCP Grow | 41 | -5 | 4,000 | -1,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| IJS | S&P SMLCP VALU | 49 | -5 | 4,000 | -1,000 | | |
Hist
| 09/30/2022 |
iShares High Dividend ETF JDR
| HDV | common | 43 | -10 | 4,000 | -1,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| IHI | Common | 115 | -5 | 5,000 | -1,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| ITA | Common | 41 | -5 | 4,000 | -1,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| IWO | ETF | 17 | -5 | 4,000 | -1,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 49 | -5 | 4,000 | -1,000 | | |
Hist
| 09/30/2022 |
INVESCO EXCHANGE TRADED FD T
| PSP | Common | 382 | -5 | 3,000 | -1,000 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| IGRO | Common | 81 | -5 | 4,000 | -1,000 | | |
Hist
| 09/30/2022 |
INVESCO EXCHANGE TRADED FD T
| XSMO | Common | 117 | -7 | 5,000 | 0 | | |
Hist
| 09/30/2022 |
INVESCO EXCHANGE TRADED FD T
| PEY | Common | 259 | -5 | 5,000 | 0 | | |
Hist
| 09/30/2022 |
iSHARES TRUST
| IXN | Common | 67 | -5 | 3,000 | 0 | | |
Hist
| 09/30/2022 |
2KSOUNDS CORP
| TWOK | Common | 133 | -10 | 5,000 | 0 | | |
Hist
| 09/30/2022 |
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