GoalVest Advisory LLC's ownership history for SMR

GoalVest Advisory LLC currently holds 503 shares with a market value of $5.5K. It started holding SMR on 2025-06-30. At its peak, it held 503 shares on 2025-09-30. Its highest holding value was $18.1K on 2025-09-30. At its lowest, it held 343 shares on 2025-06-30, with a value of $5.5K on 2026-03-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 0.