Goal Vest Advisory LLC Jpmorgan International Bond Op Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding JPIB
# of Institutions
128Shares Held
8.49MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.605KShares$28.9 Million1.04% of portfolio
-
Bank Of America Corp Charlotte, NC455KShares$21.7 Million0.0% of portfolio
-
Mc Carthy & Cox Marysville, OH360KShares$17.2 Million5.91% of portfolio
-
Fsm Wealth Advisors, LLC Cleveland, OH329KShares$15.7 Million3.84% of portfolio
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Raymond James Financial Inc St. Petersburg, FL306KShares$14.6 Million0.01% of portfolio