Goal Vest Advisory LLC Options Holdings

Goal Vest Advisory LLC

  • $352 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 503
  • Current Value $352 Million
  • Prior Value $352 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 180 stocks
  • Additional Purchases 142 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 78 stocks
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