Milestone Investment Advisors LLC
Position in LGLV — State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF
CIK 1967018
MIDDLETON, WI
All Filings in LGLV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LGLV | $1,410,195 | 7,918 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 LGLV | $1,439,322 | 8,198 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 LGLV | $1,527,187 | 8,572 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 LGLV | $1,565,727 | 8,967 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 LGLV | $1,635,627 | 9,398 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 LGLV | $1,698,028 | 10,278 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 LGLV | $922,641 | 5,452 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 LGLV | $836,846 | 5,485 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 LGLV | $850,340 | 5,460 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 LGLV | $932,414 | 6,430 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 LGLV | $1,011,222 | 7,573 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 LGLV | $1,052,044 | 7,482 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 LGLV | $1,498,917 | 10,957 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 LGLV | $1,363,488 | 10,053 | Shares | Sole | 2023-03-15 | |
| No filing history on record for this holder in this stock. | ||||||