Aletheian Wealth Advisors LLC Ishares U.S. ETF Trust Gsci CO Transaction History

Aletheian Wealth Advisors LLC

$170 Million
Q1 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares U.S. ETF Trust Gsci CO stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 45,604 shares of COMT stock, worth $1.19 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

45,604

Previous 39,062 16.75%

Holding current value

$1.19 Million

Previous $988,000 20.45%

% of portfolio

0.7%

Previous 0.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$25.34 - $26.96 $165,774 - $176,372	6,542 Added 16.75%	45,604 $1.19 Million
Q4 2024 Feb 14, 2025	BUY	$24.66 - $27.63 $4,068 - $4,558	165 Added 0.42%	39,062 $988,000
Q3 2024 Oct 25, 2024	BUY	$24.59 - $27.83 $956,477 - $1.08 Million	38,897 New	38,897 $1.01 Million
Q3 2022 Oct 14, 2022	BUY	$34.94 - $41.21 $13,032 - $15,371	373 Added 6.15%	6,439 $230,000
Q2 2022 Jul 11, 2022	SELL	$39.7 - $46.11 $28,584 - $33,199	-720 Reduced 10.61%	6,066 $248,000
Q1 2022 Apr 18, 2022	BUY	$31.05 - $45.1 $210,705 - $306,048	6,786 New	6,786 $272,000

Others Institutions Holding COMT

# of Institutions

173

Shares Held

15.8M

Call Options Held

5.6K

Put Options Held

4.3K

View Full List

About ISHARES U.S. ETF TRUST GSCI CO

Ticker COMT
Sector ETFs
Industry ETFs

More about COMT

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Aletheian Wealth Advisors LLC Ishares U.S. ETF Trust Gsci CO Transaction History