GoalVest Advisory LLC's ownership history for IP

GoalVest Advisory LLC currently holds 34.1K shares with a market value of $1.6M. It started holding IP on 2024-09-30. At its peak, it held 34.1K shares on 2025-09-30. Its highest holding value was $1.6M on 2025-03-31. At its lowest, it held 27.3K shares on 2024-12-31, with a value of $1.4M on 2024-09-30. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 4.2K. In the recent year, GoalVest Advisory LLC has increased its shares by 5.4K.