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

Evermay Wealth Management LLC

$618 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$49.7 - $49.99 $868,756 - $873,825	-17,480 Reduced 89.73%	2,000 $99,000
Q2 2023 Aug 10, 2023	SELL	$49.73 - $49.95 $40,281 - $40,459	-810 Reduced 3.99%	19,480 $972,000
Q1 2023 May 15, 2023	SELL	$49.55 - $49.94 $472,558 - $476,277	-9,537 Reduced 31.97%	20,290 $1.01 Million
Q4 2022 Jan 19, 2023	SELL	$49.41 - $49.72 $657,647 - $661,773	-13,310 Reduced 30.86%	29,827 $0
Q3 2022 Nov 14, 2022	BUY	$49.7 - $49.95 $306,251 - $307,791	6,162 Added 16.67%	43,137 $2.14 Million
Q2 2022 Aug 15, 2022	SELL	$49.82 - $50.18 $8,867 - $8,932	-178 Reduced 0.48%	36,975 $1.84 Million
Q1 2022 May 16, 2022	BUY	$50.12 - $50.49 $1.16 Million - $1.17 Million	23,093 Added 164.25%	37,153 $1.87 Million
Q4 2021 Feb 14, 2022	BUY	$50.47 - $50.68 $300,044 - $301,292	5,945 Added 73.26%	14,060 $710,000
Q3 2021 Nov 12, 2021	BUY	$50.65 - $50.73 $291,997 - $292,458	5,765 Added 245.32%	8,115 $411,000
Q2 2021 Aug 13, 2021	BUY	$50.7 - $50.77 $119,145 - $119,309	2,350 New	2,350 $119,000

Others Institutions Holding GSST

# of Institutions

96

Shares Held

11M

Call Options Held

0

Put Options Held

0

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