Goal Vest Advisory LLC BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS Transaction History

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025
Number of Shares
2,180
Previous 1,990 9.55%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
N/A
190 Added 9.55%
2,180 $0
Q2 2024

Jul 30, 2024
SELL
N/A
-390 Reduced 16.39%
1,990 $0
Q1 2024

Apr 15, 2024
BUY
N/A
2,380 New
2,380 $0
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