Iht Wealth Management, LLC Goldman Sachs ETF Tr Activebet Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$83.87 - $90.06 $2,432 - $2,611	29 Added 0.28%	10,320 $869,000
Q2 2023 Aug 14, 2023	BUY	$80.19 - $87.3 $825,235 - $898,404	10,291 New	10,291 $898,000
Q3 2021 Nov 15, 2021	SELL	$85.6 - $91.34 $631,556 - $673,906	-7,378 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$80.03 - $86.07 $153,017 - $164,565	-1,912 Reduced 20.58%	7,378 $635,000
Q1 2021 May 18, 2021	SELL	$74.7 - $79.77 $299,248 - $319,558	-4,006 Reduced 30.13%	9,290 $735,000
Q3 2020 Nov 19, 2020	BUY	$63.0 - $72.31 $87,507 - $100,438	1,389 Added 11.67%	13,296 $905,000
Q2 2020 Aug 14, 2020	SELL	$49.94 - $65.05 $25,519 - $33,240	-511 Reduced 4.11%	11,907 $745,000
Q1 2020 May 13, 2020	BUY	$45.31 - $68.33 $193,654 - $292,042	4,274 Added 52.48%	12,418 $648,000
Q4 2019 Feb 18, 2020	BUY	$58.17 - $64.87 $196,556 - $219,195	3,379 Added 70.91%	8,144 $527,000
Q3 2019 Nov 15, 2019	BUY	$57.12 - $60.73 $272,176 - $289,378	4,765 New	4,765 $285,000
Q2 2019 Aug 12, 2019	SELL	$55.12 - $59.33 $195,676 - $210,621	-3,550 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$49.03 - $57.45 $174,056 - $203,947	3,550 New	3,550 $202,000

Others Institutions Holding GSLC

# of Institutions

515

Shares Held

102M

Call Options Held

2.8K

Put Options Held

300

Wells Fargo & Company San Francisco, CA

28.2M
Shares

$3.16 Billion
0.74% of portfolio
Northwestern Mutual Wealth Management CO

7.32M
Shares

$819 Million
0.77% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$629 Million
0.05% of portfolio
Betterment LLC New York, NY

5.1M
Shares

$571 Million
1.41% of portfolio
Signature Estate & Investment Advisors LLC

4.2M
Shares

$471 Million
11.3% of portfolio

About GOLDMAN SACHS ETF TR ACTIVEBET

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