Goal Vest Advisory LLC Invesco Exchange Traded Fd Tr Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 13,952 shares of PXE stock, worth $400,701. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,952
Previous 13,952
-0.0%
Holding current value
$400,701
Previous $461,000
10.41%
% of portfolio
0.12%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding PXE
# of Institutions
57Shares Held
1.3MCall Options Held
600Put Options Held
700-
Bank Of America Corp Charlotte, NC182KShares$5.23 Million0.0% of portfolio
-
One Plus One Wealth Management, LLC142KShares$4.07 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC127KShares$3.65 Million0.0% of portfolio
-
Morris Retirement Advisors, LLC Parsippany, NJ98.4KShares$2.82 Million1.62% of portfolio
-
Morgan Stanley New York, NY80.3KShares$2.31 Million0.0% of portfolio