Goal Vest Advisory LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Goal Vest Advisory LLC holds 7,049 shares of CWI stock, worth $198,640. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,049
Previous 7,049
-0.0%
Holding current value
$198,640
Previous $199,000
7.54%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding CWI
# of Institutions
235Shares Held
42MCall Options Held
6.7KPut Options Held
60.7K-
Bank Of America Corp Charlotte, NC6.68MShares$188 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.62MShares$102 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.76MShares$49.6 Million0.08% of portfolio
-
Avantax Planning Partners, Inc.1.62MShares$45.6 Million1.78% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA1.53MShares$43 Million1.74% of portfolio