Goal Vest Advisory LLC First Tr Et Fd Iii Short Durat Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
A detailed history of Goal Vest Advisory LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Goal Vest Advisory LLC holds 516 shares of FSMB stock, worth $10,247. This represents 0.0% of its overall portfolio holdings.
Number of Shares
516
Previous 516
-0.0%
Holding current value
$10,247
Previous $10,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FSMB
# of Institutions
125Shares Held
16.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.38MShares$67.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.1 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$23.4 Million0.01% of portfolio
-
Pfs Partners, LLC Mine Hill, NJ753KShares$15 Million8.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL727KShares$14.4 Million0.02% of portfolio