GoalVest Advisory LLC
Q1 2021 13F Holdings
Location
New York, NY
Holdings as of
3/31/2021
Value ($000)
$134,124
Num holdings
184
Date filed
5/13/2021
Form type
13F-HR
Prev filing
1/28/2021
Next filing
9/1/2021
SEC
View on sec.gov
Compare Q1 2021 to
2024 Q3
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2023 Q2 - RESTATEMENT
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q2
2020 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type