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 $86,250. This represents 0.02% of its overall portfolio holdings.
Number of Shares
328
Previous 368
10.87%
Holding current value
$86,250
Previous $77,000
2.6%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
568Shares Held
15.6MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$1 Billion0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$356 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$268 Million0.05% of portfolio
-
Ubs Group Ag754KShares$198 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$180 Million0.07% of portfolio