GoalVest Advisory LLC's ownership history for AEP

GoalVest Advisory LLC currently holds 298 shares with a market value of $39.1K. It started holding AEP on 2025-03-31. At its peak, it held 313 shares on 2025-06-30. Its highest holding value was $39.1K on 2026-03-31. At its lowest, it held 83 shares on 2025-03-31, with a value of $9.1K on 2025-03-31. In the recent 180 days, GoalVest Advisory LLC has decreased its shares by 15. In the recent year, GoalVest Advisory LLC has increased its shares by 215.