Essex Financial Services, Inc. Goldman Sachs ETF Tr Actvebeta Transaction History

Essex Financial Services, Inc.

$2.07 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$35.85 - $38.24 $103,965 - $110,896	-2,900 Reduced 27.92%	7,487 $277,000
Q3 2021 Nov 10, 2021	SELL	$36.83 - $40.59 $56,165 - $61,899	-1,525 Reduced 12.8%	10,387 $385,000
Q4 2020 Feb 05, 2021	SELL	$32.73 - $38.23 $105,717 - $123,482	-3,230 Reduced 21.33%	11,912 $455,000
Q3 2020 Nov 10, 2020	BUY	$30.7 - $33.94 $210,448 - $232,658	6,855 Added 82.72%	15,142 $497,000
Q2 2020 Aug 06, 2020	SELL	$25.07 - $31.21 $57,661 - $71,783	-2,300 Reduced 21.72%	8,287 $251,000
Q1 2020 May 15, 2020	BUY	$23.58 - $35.55 $249,641 - $376,367	10,587 New	10,587 $277,000
Q2 2018 Aug 07, 2018	SELL	$32.51 - $36.61 $1.12 Million - $1.26 Million	-34,433 Closed	0 $0
Q1 2018 May 03, 2018	BUY	$34.58 - $39.44 $1.19 Million - $1.36 Million	34,433 New	34,433 $1.26 Million
Q3 2017 Nov 03, 2017	SELL	$33.14 - $33.46 $759,171 - $766,501	-22,908 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	22,908	22,908 $716,000

Others Institutions Holding GEM

# of Institutions

149

Shares Held

27.5M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

3.67M
Shares

$122 Million
0.02% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

3.22M
Shares

$107 Million
4.11% of portfolio
Wells Fargo & Company San Francisco, CA

2.61M
Shares

$86.4 Million
0.02% of portfolio
Betterment LLC New York, NY

1.66M
Shares

$54.9 Million
0.14% of portfolio
Wms Partners, LLC

1.66M
Shares

$54.9 Million
3.43% of portfolio

About GOLDMAN SACHS ETF TR ACTVEBETA

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