GoalVest Advisory LLC
Q4 2022 13F Holdings
Location
New York, NY
Holdings as of
12/31/2022
Value ($000)
$154,934
Num holdings
248
Date filed
1/6/2023
Form type
13F-HR
Prev filing
10/11/2022
Next filing
4/3/2023
SEC
View on sec.gov
Compare Q4 2022 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2 - RESTATEMENT
2023 Q1
2022 Q3
2022 Q2
2022 Q1
2021 Q2
2021 Q1
2020 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type