Goal Vest Advisory LLC First Tr Fd Dow Jones Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 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 328 shares of FDN stock, worth $87,530. This represents 0.02% of its overall portfolio holdings.
Number of Shares
328
Previous 368
10.87%
Holding current value
$87,530
Previous $77,000
2.6%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
610Shares Held
16.9MCall Options Held
90.4KPut Options Held
100K-
First Trust Advisors LP Wheaton, IL3.41MShares$909 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$420 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$394 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$284 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$205 Million0.02% of portfolio