GoalVest Advisory LLC's ownership history for XLY

GoalVest Advisory LLC currently holds 499 shares with a market value of $119.6K. It started holding XLY on 2024-12-31. At its peak, it held 533 shares on 2024-12-31. Its highest holding value was $119.6K on 2025-09-30. At its lowest, it held 499 shares on 2025-09-30, with a value of $105.3K on 2025-03-31. In the recent 180 days, GoalVest Advisory LLC has decreased its shares by 34.