Goal Vest Advisory LLC Invesco S&P 500 Equal Weight M Call Options Transaction History
Goal Vest Advisory LLC
- $309 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RTM
# of Institutions
98Shares Held
3.92MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.1.41MShares$00.91% of portfolio
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Bank Of America Corp Charlotte, NC330KShares$00.0% of portfolio
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Avantax Advisory Services, Inc.229KShares$00.0% of portfolio
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Envestnet Asset Management Inc156KShares$00.0% of portfolio
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Obsidian Personal Planning Solutions LLC125KShares$00.0% of portfolio