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GoalVest Advisory LLC
Portfolio value
GoalVest Advisory LLC portfolio value
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$227,387,558
is the total value of the holdings GoalVest Advisory LLC reported in Q4 2023.
Holdings
Activity
History
Value
Filings
$227,387,558
Q4 2023
$199,556,251
Q3 2023
$193,738,809
Q2 2023
$170,671,107
Q1 2023
$154,933,807
Q4 2022
$142,644,000
Q3 2022
$157,870,000
Q2 2022
$177,272,000
Q1 2022
$161,166,000
Q2 2021
$134,124,000
Q1 2021
$118,912,000
Q4 2020