Goal Vest Advisory LLC First Tr Fd Dow Jones Transaction History
Goal Vest Advisory LLC
- $309 Million
- Q2 2024
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 368 shares of FDN stock, worth $77,857. This represents 0.02% of its overall portfolio holdings.
Number of Shares
368
Previous 368
-0.0%
Holding current value
$77,857
Previous $75,000
-0.0%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
536Shares Held
15.9MCall Options Held
96.2KPut Options Held
26.7K-
First Trust Advisors LP Wheaton, IL3.84MShares$813 Million0.83% of portfolio
-
Morgan Stanley New York, NY1.44MShares$305 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.1MShares$233 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC832KShares$176 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$146 Million0.07% of portfolio