Beaumont Financial Partners, LLC Goldman Sachs ETF Tr Activebet Transaction History

Beaumont Financial Partners, LLC

$1.04 Billion
Q3 2022

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$72.75 - $89.85 $15.5 Million - $19.1 Million	-212,952 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$82.56 - $95.4 $2.95 Million - $3.41 Million	35,721 Added 20.16%	212,952 $19 Million
Q4 2021 Feb 07, 2022	BUY	$85.66 - $95.62 $15.2 Million - $16.9 Million	177,231 New	177,231 $16.9 Million
Q3 2021 Nov 12, 2021	SELL	$85.6 - $91.34 $8.21 Million - $8.76 Million	-95,950 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$80.03 - $86.07 $7.68 Million - $8.26 Million	95,950 New	95,950 $8.25 Million
Q1 2021 May 04, 2021	SELL	$74.7 - $79.77 $7.44 Million - $7.94 Million	-99,564 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$66.35 - $75.69 $1.61 Million - $1.84 Million	24,288 Added 32.27%	99,564 $7.54 Million
Q3 2020 Nov 02, 2020	SELL	$63.0 - $72.31 $1.86 Million - $2.13 Million	-29,475 Reduced 28.14%	75,276 $5.12 Million
Q2 2020 Aug 05, 2020	BUY	$49.94 - $65.05 $5.23 Million - $6.81 Million	104,751 New	104,751 $6.56 Million
Q1 2020 May 08, 2020	SELL	$45.31 - $68.33 $1.13 Million - $1.7 Million	-24,901 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$58.17 - $64.87 $809,261 - $902,471	13,912 Added 126.6%	24,901 $1.61 Million
Q3 2019 Nov 06, 2019	BUY	$57.12 - $60.73 $298,452 - $317,314	5,225 Added 90.65%	10,989 $658,000
Q2 2019 Aug 06, 2019	BUY	$55.12 - $59.33 $317,711 - $341,978	5,764 New	5,764 $339,000

Others Institutions Holding GSLC

# of Institutions

525

Shares Held

103M

Call Options Held

8.7K

Put Options Held

100

Wells Fargo & Company San Francisco, CA

28M
Shares

$3.27 Billion
0.73% of portfolio
Northwestern Mutual Wealth Management CO

7.22M
Shares

$844 Million
0.73% of portfolio
Morgan Stanley New York, NY

5.53M
Shares

$647 Million
0.05% of portfolio
Betterment LLC New York, NY

5.22M
Shares

$611 Million
1.42% of portfolio
Signature Estate & Investment Advisors LLC

4.23M
Shares

$495 Million
11.06% of portfolio

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