Goal Vest Advisory LLC First Tr Fd Dow Jones Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q1 2025
A detailed history of Goal Vest Advisory LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Goal Vest Advisory LLC holds 328 shares of FDN stock, worth $87,205. This represents 0.02% of its overall portfolio holdings.
Number of Shares
328
Previous 328
-0.0%
Holding current value
$87,205
Previous $79,000
7.59%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
617Shares Held
16.8MCall Options Held
111KPut Options Held
84.5K-
First Trust Advisors LP Wheaton, IL3.2MShares$852 Million0.66% of portfolio
-
Morgan Stanley New York, NY1.52MShares$404 Million0.02% of portfolio
-
Ubs Group Ag1.15MShares$306 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$275 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC746KShares$198 Million0.07% of portfolio