Goal Vest Advisory LLC First Tr Fd Dow Jones Transaction History
Goal Vest Advisory LLC
- $453 Million
- Q3 2025
A detailed history of Goal Vest Advisory LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Goal Vest Advisory LLC holds 328 shares of FDN stock, worth $88,340. This represents 0.02% of its overall portfolio holdings.
Number of Shares
328
Previous 328
-0.0%
Holding current value
$88,340
Previous $88,000
3.41%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
645Shares Held
17MCall Options Held
42KPut Options Held
21.2K-
First Trust Advisors LP Wheaton, IL3.06MShares$823 Million0.67% of portfolio
-
Morgan Stanley New York, NY1.35MShares$365 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA951KShares$256 Million0.05% of portfolio
-
Ubs Group Ag879KShares$237 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$214 Million0.07% of portfolio