Legacy Advisors, LLC Goldman Sachs ETF Tr Access U Transaction History

Legacy Advisors, LLC

$6.33 Billion
Q2 2025

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	SELL	$39.88 - $41.33 $28,274 - $29,302	-709 Reduced 3.17%	21,622 $891,000
Q4 2024 Feb 14, 2025	SELL	$40.33 - $42.34 $3,549 - $3,725	-88 Reduced 0.39%	22,331 $900,000
Q2 2024 Jul 30, 2024	SELL	$39.98 - $41.12 $91,434 - $94,041	-2,287 Reduced 9.26%	22,419 $914,000
Q1 2024 Apr 30, 2024	SELL	$40.69 - $41.84 $41,503 - $42,676	-1,020 Reduced 3.96%	24,706 $1.02 Million
Q4 2023 Feb 12, 2024	BUY	$38.7 - $42.02 $13,428 - $14,580	347 Added 1.37%	25,726 $1.08 Million
Q3 2023 Nov 14, 2023	BUY	$39.65 - $41.62 $104,200 - $109,377	2,628 Added 11.55%	25,379 $1.01 Million
Q2 2023 Jul 20, 2023	BUY	$41.23 - $42.6 $18,223 - $18,829	442 Added 1.98%	22,751 $945,000
Q1 2023 May 01, 2023	SELL	$40.87 - $42.67 $9,604 - $10,027	-235 Reduced 1.04%	22,309 $941,000
Q4 2022 Feb 01, 2023	BUY	$39.72 - $42.29 $142,277 - $151,482	3,582 Added 18.89%	22,544 $926,000
Q3 2022 Nov 09, 2022	BUY	$40.59 - $44.35 $285,388 - $311,824	7,031 Added 58.93%	18,962 $776,000
Q2 2022 Jul 25, 2022	SELL	$42.11 - $45.51 $2,442 - $2,639	-58 Reduced 0.48%	11,931 $516,000
Q1 2022 May 11, 2022	SELL	$45.18 - $48.37 $13,960 - $14,946	-309 Reduced 2.51%	11,989 $546,000
Q4 2021 Feb 14, 2022	SELL	$48.36 - $49.1 $7,931 - $8,052	-164 Reduced 1.32%	12,298 $598,000
Q3 2021 Oct 13, 2021	SELL	$48.85 - $49.63 $5,910 - $6,005	-121 Reduced 0.96%	12,462 $609,000
Q2 2021 Jul 13, 2021	BUY	$48.29 - $49.0 $402,207 - $408,121	8,329 Added 195.79%	12,583 $616,000
Q1 2021 Apr 12, 2021	BUY	$48.19 - $50.08 $205,000 - $213,040	4,254 New	4,254 $205,000

Others Institutions Holding GCOR

# of Institutions

60

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

3.22M
Shares

$133 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

3.15M
Shares

$130 Million
0.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

758K
Shares

$31.2 Million
0.06% of portfolio
Principal Securities, Inc. Des Moines, IA

757K
Shares

$31.2 Million
0.68% of portfolio
Betterment LLC New York, NY

596K
Shares

$24.6 Million
0.06% of portfolio

About GOLDMAN SACHS ETF TR ACCESS U

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