MW
KOIN

Milestone Wealth’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Milestone Wealth’s Portfolio KOIN Stock Details KOIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$13K Hold
437
– – 0.01% 165
2022
Q2 		$14K Hold
437
– – 0.01% 158
2022
Q1 		$19K Hold
437
– – 0.02% 187
2021
Q4 		$19K Buy
+437
New +$19.3K 0.02% 187

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KAS
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Royal Bank of Canada
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Osaic Holdings
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ACA
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GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.57B AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return