Estate Counselors, LLC Goldman Sachs ETF Tr Actvebeta Transaction History

Estate Counselors, LLC

$373 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	SELL	$25.83 - $30.26 $32,545 - $38,127	-1,260 Reduced 8.91%	12,875 $332,000
Q2 2022 Aug 03, 2022	SELL	$29.75 - $34.84 $505,601 - $592,105	-16,995 Reduced 54.59%	14,135 $420,000
Q1 2022 May 09, 2022	SELL	$31.87 - $38.01 $2.83 Million - $3.38 Million	-88,795 Reduced 74.04%	31,130 $1.05 Million
Q4 2021 Feb 14, 2022	BUY	$35.85 - $38.24 $448,842 - $478,764	12,520 Added 11.66%	119,925 $4.44 Million
Q3 2021 Nov 03, 2021	SELL	$36.83 - $40.59 $274,935 - $303,004	-7,465 Reduced 6.5%	107,405 $3.98 Million
Q2 2021 Aug 03, 2021	BUY	$38.88 - $41.62 $494,748 - $529,614	12,725 Added 12.46%	114,870 $4.69 Million
Q1 2021 May 06, 2021	BUY	$38.24 - $42.1 $77,436 - $85,252	2,025 Added 2.02%	102,145 $4.03 Million
Q4 2020 Feb 11, 2021	BUY	$32.73 - $38.23 $1.05 Million - $1.23 Million	32,145 Added 47.29%	100,120 $3.82 Million
Q3 2020 Oct 28, 2020	BUY	$30.7 - $33.94 $2.09 Million - $2.31 Million	67,975 New	67,975 $2.23 Million

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

$86.7 Million
0.02% of portfolio
Betterment LLC New York, NY

1.66M
Shares

$55.1 Million
0.14% of portfolio
Wms Partners, LLC

1.66M
Shares

$55.1 Million
3.43% of portfolio

About GOLDMAN SACHS ETF TR ACTVEBETA

Ticker GEM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Estate Counselors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Estate Counselors, LLC with notifications on news.