Cypress Wealth Services, LLC Goldman Sachs ETF Tr Activebet Transaction History

Cypress Wealth Services, LLC

$440 Million
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$72.75 - $89.85 $186,167 - $229,926	-2,559 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$82.56 - $95.4 $2,229 - $2,575	-27 Reduced 1.04%	2,559 $228,000
Q4 2021 Jan 19, 2022	SELL	$85.66 - $95.62 $61,161 - $68,272	-714 Reduced 21.64%	2,586 $246,000
Q3 2021 Oct 13, 2021	BUY	$85.6 - $91.34 $85 - $91	1 Added 0.03%	3,300 $284,000
Q2 2021 Jul 14, 2021	SELL	$80.03 - $86.07 $23,608 - $25,390	-295 Reduced 8.21%	3,299 $284,000
Q1 2021 Apr 28, 2021	SELL	$74.7 - $79.77 $72,459 - $77,376	-970 Reduced 21.25%	3,594 $284,000
Q4 2020 Jan 22, 2021	SELL	$66.35 - $75.69 $29,260 - $33,379	-441 Reduced 8.81%	4,564 $345,000
Q2 2020 Jul 15, 2020	SELL	$49.94 - $65.05 $448,960 - $584,799	-8,990 Reduced 64.24%	5,005 $313,000
Q1 2020 Apr 10, 2020	SELL	$45.31 - $68.33 $447,390 - $674,690	-9,874 Reduced 41.37%	13,995 $730,000
Q4 2019 Jan 14, 2020	BUY	$58.17 - $64.87 $76,493 - $85,304	1,315 Added 5.83%	23,869 $1.54 Million
Q3 2019 Oct 16, 2019	BUY	$57.12 - $60.73 $20,563 - $21,862	360 Added 1.62%	22,554 $1.35 Million
Q2 2019 Jul 24, 2019	SELL	$55.12 - $59.33 $60,576 - $65,203	-1,099 Reduced 4.72%	22,194 $1.3 Million
Q1 2019 Apr 19, 2019	BUY	$49.03 - $57.45 $145,913 - $170,971	2,976 Added 14.65%	23,293 $1.32 Million
Q4 2018 Jan 22, 2019	SELL	$47.19 - $58.85 $379,785 - $473,624	-8,048 Reduced 28.37%	20,317 $1.02 Million
Q3 2018 Oct 19, 2018	BUY	$54.65 - $59.25 $525,787 - $570,044	9,621 Added 51.33%	28,365 $1.67 Million
Q2 2018 Aug 06, 2018	BUY	$52.17 - $56.45 $165,326 - $178,890	3,169 Added 20.35%	18,744 $1.03 Million
Q1 2018 May 01, 2018	BUY	$51.88 - $57.37 $140,906 - $155,816	2,716 Added 21.12%	15,575 $832,000
Q4 2017 Feb 05, 2018	BUY	$50.11 - $53.91 $644,364 - $693,228	12,859	12,859 $686,000

Others Institutions Holding GSLC

# of Institutions

514

Shares Held

102M

Call Options Held

2.8K

Put Options Held

300

Wells Fargo & Company San Francisco, CA

28.2M
Shares

$3.19 Billion
0.74% of portfolio
Northwestern Mutual Wealth Management CO

7.32M
Shares

$826 Million
0.77% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$634 Million
0.05% of portfolio
Betterment LLC New York, NY

5.1M
Shares

$576 Million
1.41% of portfolio
Signature Estate & Investment Advisors LLC

4.2M
Shares

$475 Million
11.3% of portfolio

About GOLDMAN SACHS ETF TR ACTIVEBET

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