GoalVest Advisory LLC's ownership history for MA

GoalVest Advisory LLC currently holds 737 shares with a market value of $368.3K. It started holding MA on 2024-09-30. At its peak, it held 758 shares on 2025-12-31. Its highest holding value was $432.8K on 2025-12-31. At its lowest, it held 316 shares on 2024-09-30, with a value of $156.1K on 2024-09-30. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 24. In the recent year, GoalVest Advisory LLC has increased its shares by 254.