Lee Financial Group Hawaii, Inc. Goldman Sachs ETF Tr Activebet Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$26.32 - $29.68 $98,647 - $111,240	-3,748 Reduced 34.25%	7,196 $207,000
Q3 2022 Nov 04, 2022	SELL	$25.21 - $29.73 $605 - $713	-24 Reduced 0.22%	10,944 $271,000
Q2 2022 Aug 08, 2022	SELL	$27.72 - $33.09 $96,049 - $114,656	-3,465 Reduced 24.01%	10,968 $305,000
Q1 2022 May 10, 2022	SELL	$30.23 - $35.5 $29,413 - $34,541	-973 Reduced 6.32%	14,433 $472,000
Q4 2021 Feb 08, 2022	SELL	$33.67 - $35.96 $8,282 - $8,846	-246 Reduced 1.57%	15,406 $543,000
Q3 2021 Nov 02, 2021	SELL	$34.1 - $36.43 $34,065 - $36,393	-999 Reduced 6.0%	15,652 $535,000
Q2 2021 Aug 09, 2021	SELL	$33.46 - $36.11 $10,907 - $11,771	-326 Reduced 1.92%	16,651 $582,000
Q1 2021 May 10, 2021	SELL	$31.69 - $33.49 $243,252 - $257,069	-7,676 Reduced 31.14%	16,977 $561,000
Q4 2020 Feb 03, 2021	BUY	$27.09 - $32.08 $667,849 - $790,868	24,653 New	24,653 $786,000

Others Institutions Holding GSIE

# of Institutions

269

Shares Held

100M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

19.9M
Shares

$627 Million
0.14% of portfolio
Lpl Financial LLC Fort Mill, SC

6.65M
Shares

$209 Million
0.1% of portfolio
Betterment LLC New York, NY

6.03M
Shares

$190 Million
0.46% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

4.3M
Shares

$135 Million
4.92% of portfolio
Goldman Sachs Group Inc New York, NY

4.01M
Shares

$126 Million
0.02% of portfolio

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