Goal Vest Advisory LLC Ishares Tr Msci Usa Esg Select Transaction History
Goal Vest Advisory LLC
- $488 Million
- Q4 2025
A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Goal Vest Advisory LLC holds 15,629 shares of SUSA stock, worth $2.15 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
15,629
Previous 14,123
10.66%
Holding current value
$2.15 Million
Previous $1.92 Million
12.06%
% of portfolio
0.44%
Previous 0.42%
Shares
9 transactions
Others Institutions Holding SUSA
# of Institutions
559Shares Held
17.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.44MShares$198 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.06MShares$146 Million0.09% of portfolio
-
Morgan Stanley New York, NY1.04MShares$143 Million0.01% of portfolio
-
Spinnaker Trust589KShares$80.9 Million4.48% of portfolio
-
Royal Bank Of Canada Toronto, A6541KShares$74.2 Million0.01% of portfolio