GoalVest Advisory LLC's ownership history for SDVY

GoalVest Advisory LLC currently holds 348 shares with a market value of $13.7K. It started holding SDVY on 2024-09-30. At its peak, it held 675 shares on 2024-09-30. Its highest holding value was $25.4K on 2025-09-30. At its lowest, it held 114 shares on 2025-03-31, with a value of $3.8K on 2025-03-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 234. In the recent year, GoalVest Advisory LLC has decreased its shares by 327.