GoalVest Advisory LLC
Q2 2021 13F Holdings
Location
New York, NY
Holdings as of
6/30/2021
Value ($000)
$161,166
Num holdings
243
Date filed
9/1/2021
Form type
13F-HR
Prev filing
5/13/2021
Next filing
5/3/2022
SEC
View on sec.gov
Compare Q2 2021 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2 - RESTATEMENT
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q1
2020 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type