Goal Vest Advisory LLC Ishares U.S. ETF Trust Gsci CO Transaction History

Goal Vest Advisory LLC

$309 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 06, 2023	BUY	$27.32 - $39.82 $45,842 - $66,817	1,678 Added 83900.0%	1,680 $0
Q3 2022 Oct 11, 2022	BUY	$34.94 - $41.21 $69 - $82	2 New	2 $0

Others Institutions Holding COMT

# of Institutions

182

Shares Held

31.5M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

13.5M
Shares

$358 Million
0.07% of portfolio
Axiom Advisory, LLC San Diego, CA

4.97M
Shares

$131 Million
1.47% of portfolio
Truist Financial Corp

2.51M
Shares

$66.3 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

2.5M
Shares

$66.2 Million
0.01% of portfolio
Envestnet Asset Management Inc

968K
Shares

$25.6 Million
0.01% of portfolio

About ISHARES U.S. ETF TRUST GSCI CO

Ticker COMT
Sector ETFs
Industry ETFs

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