MILESTONE ASSET MANAGEMENT, LLC

Q4 2024 13F Holdings

Location
Pittsburgh, PA
Holdings as of
12/31/2024
Value
$454M
Value excl. options
$453M
Num holdings
221
Date filed
1/23/2025
Form type
13F-HR
Prev filing
10/25/2024
Next filing
4/9/2025
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type