Goal Vest Advisory LLC First Tr ETF Vi Smid Cap Risin Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Goal Vest Advisory LLC holds 675 shares of SDVY stock, worth $26,736. This represents 0.01% of its overall portfolio holdings.
Number of Shares
675Holding current value
$26,736% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
403Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$712 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$592 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$418 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$239 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$229 Million0.02% of portfolio