GoalVest Advisory LLC's ownership history for ITOT

GoalVest Advisory LLC currently holds 430 shares with a market value of $61.2K. It started holding ITOT on 2024-09-30. At its peak, it held 1.9K shares on 2025-06-30. Its highest holding value was $275.9K on 2025-09-30. At its lowest, it held 430 shares on 2025-12-31, with a value of $61.2K on 2026-03-31. In the recent 180 days, GoalVest Advisory LLC has decreased its shares by 1.5K. In the recent year, GoalVest Advisory LLC has decreased its shares by 100.