GoalVest Advisory LLC
Q2 2023 13F Holdings
Location
New York, NY
Holdings as of
6/30/2023
Value ($000)
$193,739
Num holdings
369
Date filed
7/17/2023
Form type
13F-HR/A - RESTATEMENT
Prev filing
4/3/2023
Next filing
10/10/2023
SEC
View on sec.gov
Compare Q2 2023 to
2024 Q1
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type