GoalVest Advisory LLC's ownership history for WSO

GoalVest Advisory LLC currently holds 53 shares with a market value of $21.4K. It started holding WSO on 2024-09-30. At its peak, it held 84 shares on 2024-09-30. Its highest holding value was $41.3K on 2024-09-30. At its lowest, it held 33 shares on 2024-12-31, with a value of $15.6K on 2024-12-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 20. In the recent year, GoalVest Advisory LLC has decreased its shares by 31.