GoalVest Advisory LLC
Q3 2023 13F Holdings
Location
New York, NY
Holdings as of
9/30/2023
Value ($000)
$199,556
Num holdings
476
Date filed
10/10/2023
Form type
13F-HR
Prev filing
7/17/2023
Next filing
1/2/2024
SEC
View on sec.gov
Compare Q3 2023 to
2024 Q1
2023 Q4
2023 Q2 - RESTATEMENT
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q2
2021 Q1
2020 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type