Goal Vest Advisory LLC First Tr Fd Dow Jones Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q1 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 $71,041. This represents 0.02% of its overall portfolio holdings.
Number of Shares
328
Previous 328
-0.0%
Holding current value
$71,041
Previous $79,000
7.59%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
623Shares Held
17.2MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$738 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$341 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$320 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$230 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$166 Million0.02% of portfolio