LifeGoal Wealth Advisors's ownership history for JEPI

LifeGoal Wealth Advisors currently holds 3.6K shares with a market value of $205.6K. It started holding JEPI on 2025-06-30. At its peak, it held 3.8K shares on 2025-06-30. Its highest holding value was $215.4K on 2025-06-30. At its lowest, it held 3.6K shares on 2025-09-30, with a value of $205.6K on 2025-09-30.