Adamsbrown Wealth Consultants LLC Goldman Sachs ETF Tr Actvebeta Transaction History

Adamsbrown Wealth Consultants LLC

$288 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	SELL	$28.58 - $31.45 $87,740 - $96,551	-3,070 Reduced 29.91%	7,195 $206,000
Q2 2023 Jul 12, 2023	SELL	$29.01 - $30.97 $214,732 - $229,239	-7,402 Reduced 41.9%	10,265 $306,000
Q1 2023 May 10, 2023	SELL	$28.38 - $31.59 $215,290 - $239,641	-7,586 Reduced 30.04%	17,667 $525,000
Q4 2022 Jan 27, 2023	SELL	$25.42 - $29.16 $3.98 Million - $4.57 Million	-156,714 Reduced 86.12%	25,253 $0
Q3 2022 Oct 26, 2022	BUY	$25.83 - $30.26 $1.65 Million - $1.94 Million	64,052 Added 54.32%	181,967 $4.7 Million
Q2 2022 Jul 27, 2022	BUY	$29.75 - $34.84 $2.48 Million - $2.91 Million	83,506 Added 242.69%	117,915 $3.51 Million
Q1 2022 May 16, 2022	BUY	$31.87 - $38.01 $1.1 Million - $1.31 Million	34,409 New	34,409 $1.17 Million

Others Institutions Holding GEM

# of Institutions

149

Shares Held

27.5M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

3.67M
Shares

$119 Million
0.02% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

3.22M
Shares

$104 Million
4.11% of portfolio
Wells Fargo & Company San Francisco, CA

2.61M
Shares

$84.3 Million
0.02% of portfolio
Betterment LLC New York, NY

1.66M
Shares

$53.6 Million
0.14% of portfolio
Wms Partners, LLC

1.66M
Shares

$53.6 Million
3.43% of portfolio

About GOLDMAN SACHS ETF TR ACTVEBETA

Ticker GEM
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