Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GOALVEST ADVISORY LLC | 04-15-2024 | 03-31-2024 | 412 | 299,878,520 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FEDEX CORP COM | Stock | 851 | $0 | 0 | 0.00 | 0.00 | -2 | -100.00 | 03-31-2024 |