Milestone Investment Advisors LLC
Position in JOET — Virtus Terranova U.S. Quality Momentum ETF
CIK 1967018
MIDDLETON, WI
All Filings in JOET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 JOET | $111,167 | 3,238 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 JOET | $146,112 | 4,245 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 JOET | $130,236 | 4,245 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 JOET | $2,100,870 | 75,327 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 JOET | $2,228,495 | 77,459 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 JOET | $2,170,916 | 78,908 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 JOET | $2,025,589 | 75,808 | Shares | Sole | 2023-03-15 | |
| No filing history on record for this holder in this stock. | ||||||