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 $24,340. This represents 0.01% of its overall portfolio holdings.
Number of Shares
675Holding current value
$24,340% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
405Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$649 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$539 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$381 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$217 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$208 Million0.02% of portfolio