Goal Vest Advisory LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
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 7,049 shares of CWI stock, worth $210,412. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,049
Previous 7,049
-0.0%
Holding current value
$210,412
Previous $214,000
8.41%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding CWI
# of Institutions
255Shares Held
46.5MCall Options Held
42.5KPut Options Held
47.1K-
Bank Of America Corp Charlotte, NC9.3MShares$278 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.74MShares$112 Million0.07% of portfolio
-
Avantax Planning Partners, Inc.1.92MShares$57.4 Million1.95% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$53.9 Million0.07% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA1.5MShares$44.7 Million1.6% of portfolio