Goal Vest Advisory LLC Ishares Tr Transaction History
Goal Vest Advisory LLC
- $309 Million
- Q2 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 25,974 shares of DVY stock, worth $3.46 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
25,974
Previous 30,388
14.53%
Holding current value
$3.46 Million
Previous $3.74 Million
16.06%
% of portfolio
1.02%
Previous 1.26%
Shares
9 transactions
Others Institutions Holding DVY
# of Institutions
1,331Shares Held
69.2MCall Options Held
640KPut Options Held
217K-
Bank Of America Corp Charlotte, NC8.15MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.16MShares$822 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$583 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$519 Million0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA3.68MShares$491 Million0.11% of portfolio