Goal Vest Advisory LLC J P Morgan Exchg Traded Fd Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding BBUS
# of Institutions
134Shares Held
18.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.71MShares$403 Million0.03% of portfolio
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Janney Montgomery Scott LLC2.52MShares$274 Million0.73% of portfolio
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Lpl Financial LLC Fort Mill, SC2.22MShares$241 Million0.11% of portfolio
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Morgan Stanley New York, NY1.33MShares$144 Million0.01% of portfolio
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Envestnet Asset Management Inc1.17MShares$127 Million0.04% of portfolio