GoalVest Advisory LLC's ownership history for DTE

GoalVest Advisory LLC currently holds 7.7K shares with a market value of $1.1M. It started holding DTE on 2025-06-30. At its peak, it held 8.8K shares on 2025-12-31. Its highest holding value was $1.1M on 2025-12-31. At its lowest, it held 145 shares on 2025-06-30, with a value of $19.2K on 2025-06-30. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 7.6K.