Mc Elhenny Sheffield Capital Management, LLC Goldman Sachs ETF Tr Activebet Transaction History

Mc Elhenny Sheffield Capital Management, LLC

$289 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	SELL	$71.15 - $81.12 $266,527 - $303,875	-3,746 Reduced 94.36%	224 $0
Q4 2021 Jan 12, 2022	BUY	$85.66 - $95.62 $340,070 - $379,611	3,970 New	3,970 $378,000

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

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