GoalVest Advisory LLC's ownership history for DUK

GoalVest Advisory LLC currently holds 771 shares with a market value of $95.4K. It started holding DUK on 2024-09-30. At its peak, it held 771 shares on 2025-06-30. Its highest holding value was $95.4K on 2025-09-30. At its lowest, it held 566 shares on 2024-09-30, with a value of $61.0K on 2024-12-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 204. In the recent year, GoalVest Advisory LLC has increased its shares by 205.