GoalVest Advisory LLC's ownership history for SDY

GoalVest Advisory LLC currently holds 685 shares with a market value of $100.0K. It started holding SDY on 2024-09-30. At its peak, it held 685 shares on 2024-09-30. Its highest holding value was $100.0K on 2026-03-31. At its lowest, it held 685 shares on 2024-09-30, with a value of $90.5K on 2024-12-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 0. In the recent year, GoalVest Advisory LLC has increased its shares by 0.