Goal Vest Advisory LLC First Tr Exchange Trd Fd Healt Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in First Tr Exchange Trd Fd Healt stock. As of the latest transaction made, Goal Vest Advisory LLC holds 4,383 shares of FXH stock, worth $487,301. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,383
Previous 4,383
-0.0%
Holding current value
$487,301
Previous $458,000
6.99%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding FXH
# of Institutions
278Shares Held
6.27MCall Options Held
700Put Options Held
0-
Morgan Stanley New York, NY1.72MShares$191 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA491KShares$54.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC443KShares$49.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC287KShares$31.9 Million0.0% of portfolio
-
Ubs Group Ag264KShares$29.3 Million0.01% of portfolio