Goal Vest Advisory LLC Engine No 1 ETF Tr Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Engine No 1 ETF Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 135 shares of VOTE stock, worth $9,289. This represents 0.0% of its overall portfolio holdings.

Number of Shares

135

Previous 135 -0.0%

Holding current value

$9,289

Previous $8,000 12.5%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 03, 2022	BUY	$48.58 - $56.22 $6,558 - $7,589	135 New	135 $7,000

Others Institutions Holding VOTE

# of Institutions

Shares Held

6.04M

Call Options Held

Put Options Held

Betterment LLC New York, NY

1.23M
Shares

$84.6 Million
0.2% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

795K
Shares

$54.7 Million
0.1% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

743K
Shares

$51.1 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

641K
Shares

$44.1 Million
0.0% of portfolio
Angeles Investment Advisors, LLC

511K
Shares

$35.1 Million
1.76% of portfolio

View Full List

About ENGINE NO 1 ETF TR

Ticker VOTE
Sector ETFs
Industry ETFs

More about VOTE

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Goal Vest Advisory LLC Engine No 1 ETF Tr Transaction History