GoalVest Advisory LLC's ownership history for IP

GoalVest Advisory LLC currently holds 26.6K shares with a market value of $1.0M. It started holding IP on 2024-09-30. At its peak, it held 34.1K shares on 2025-09-30. Its highest holding value was $1.6M on 2025-03-31. At its lowest, it held 26.6K shares on 2025-12-31, with a value of $1.0M on 2025-12-31. In the recent 180 days, GoalVest Advisory LLC has decreased its shares by 5.2K. In the recent year, GoalVest Advisory LLC has decreased its shares by 730.