Capital Advisors Wealth Management, LLC Goldman Sachs Tr Eql Weight Us Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

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 11,798 shares of GSEW stock, worth $941,244. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,798
Previous 9,168 28.69%
Holding current value
$941,244
Previous $710,000 28.31%
% of portfolio
0.16%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$76.72 - $82.83 $201,773 - $217,842
2,630 Added 28.69%
11,798 $911,000
Q3 2024

Oct 15, 2024
BUY
$70.04 - $77.47 $404,481 - $447,389
5,775 Added 170.2%
9,168 $710,000
Q2 2024

Jul 16, 2024
BUY
$68.68 - $72.52 $233,031 - $246,060
3,393 New
3,393 $241,000

Others Institutions Holding GSEW

# of Institutions
110
Shares Held
7.98M
Call Options Held
0
Put Options Held
0
View Full List

About GOLDMAN SACHS TR EQL WEIGHT US

GSEW Quotes by TradingView
  • Ticker GSEW
  • Sector ETFs
  • Industry ETFs
More about GSEW
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email