Goal Vest Advisory LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Goal Vest Advisory LLC
- $393 Million
- Q2 2025
A detailed history of Goal Vest Advisory LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Goal Vest Advisory LLC holds 6,979 shares of CWI stock, worth $231,493. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,979
Previous 6,979
-0.0%
Holding current value
$231,493
Previous $207,000
9.66%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CWI
# of Institutions
268Shares Held
45.9MCall Options Held
12.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC7.86MShares$261 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.85MShares$128 Million0.08% of portfolio
-
Avantax Planning Partners, Inc.2.39MShares$79.4 Million2.51% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.65MShares$54.8 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$48.6 Million0.02% of portfolio