Icon Wealth Advisors, LLC Goldman Sachs ETF Tr Actvebeta Transaction History

Icon Wealth Advisors, LLC

$3.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$25.42 - $29.16 $1,067 - $1,224	42 Added 0.52%	8,052 $227,000
Q3 2022 Jan 25, 2023	BUY	$25.83 - $30.26 $206,898 - $242,382	8,010 New	8,010 $207,000

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

Ticker GEM
Sector ETFs
Industry ETFs

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