Congress Wealth Management LLC Goldman Sachs ETF Tr Access Ul Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Goldman Sachs ETF Tr Access Ul stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,673 shares of GSST stock, worth $235,379. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,673

Previous 4,673 -0.0%

Holding current value

$235,379

Previous $234,000 0.85%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$50.23 - $50.47 $4,169 - $4,189	83 Added 1.81%	4,673 $234,000
Q3 2024 Nov 12, 2024	SELL	$50.15 - $50.66 $104,362 - $105,423	-2,081 Reduced 31.19%	4,590 $232,000
Q2 2024 Aug 13, 2024	BUY	$50.08 - $50.37 $334,083 - $336,018	6,671 New	6,671 $336,000
Q3 2023 Oct 30, 2023	BUY	$49.7 - $49.99 $447 - $449	9 Added 0.11%	8,241 $411,000
Q2 2023 Jul 13, 2023	SELL	$49.73 - $49.95 $60,770 - $61,038	-1,222 Reduced 12.93%	8,232 $410,000
Q1 2023 Apr 14, 2023	BUY	$49.55 - $49.94 $61,243 - $61,725	1,236 Added 15.04%	9,454 $472,000
Q4 2022 Feb 02, 2023	BUY	$49.41 - $49.72 $406,051 - $408,598	8,218 New	8,218 $407,000
Q1 2022 May 16, 2022	SELL	$50.12 - $50.49 $289,042 - $291,175	-5,767 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$50.47 - $50.68 $291,060 - $292,271	5,767 New	5,767 $291,000

Others Institutions Holding GSST

# of Institutions

145

Shares Held

12.6M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ETF TR ACCESS UL

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Congress Wealth Management LLC Goldman Sachs ETF Tr Access Ul Transaction History