Goal Vest Advisory LLC Invesco Exchange Traded Fd Tr Transaction History
Goal Vest Advisory LLC
- $488 Million
- Q4 2025
A detailed history of Goal Vest Advisory LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 5,230 shares of XLG stock, worth $306,739. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,230Holding current value
$306,739% of portfolio
0.06%Shares
3 transactions
Others Institutions Holding XLG
# of Institutions
638Shares Held
103MCall Options Held
59.1KPut Options Held
4.2K-
Lpl Financial LLC Fort Mill, SC10.7MShares$627 Million0.19% of portfolio
-
Morgan Stanley New York, NY6.83MShares$401 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC4.25MShares$249 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY3.79MShares$222 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA3.76MShares$221 Million0.04% of portfolio