Goal Vest Advisory LLC Ishares Tr Msci Usa Esg Select Transaction History
Goal Vest Advisory LLC
- $309 Million
- Q2 2024
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 9,659 shares of SUSA stock, worth $1.17 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
9,659
Previous 10,804
10.6%
Holding current value
$1.17 Million
Previous $1.18 Million
7.97%
% of portfolio
0.35%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding SUSA
# of Institutions
487Shares Held
18.7MCall Options Held
200Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.6MShares$193 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.5MShares$181 Million0.02% of portfolio
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Morgan Stanley New York, NY1.18MShares$142 Million0.01% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA1MShares$121 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN837KShares$101 Million0.03% of portfolio