Capital Advisors Wealth Management, LLC Goldman Sachs Tr Eql Weight Us Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Goldman Sachs Tr Eql Weight Us stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 12,468 shares of GSEW stock, worth $1.03 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,468
Previous 11,798
5.68%
Holding current value
$1.03 Million
Previous $911,000
4.06%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding GSEW
# of Institutions
149Shares Held
10.8MCall Options Held
0Put Options Held
0-
Endurance Services LTD Purchase, NY1.14MShares$93.9 Million16.04% of portfolio
-
Integrated Wealth Concepts LLC1.05MShares$86.3 Million0.99% of portfolio
-
Morgan Stanley New York, NY725KShares$59.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC594KShares$49 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC488KShares$40.2 Million0.41% of portfolio