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

Mc Elhenny Sheffield Capital Management, LLC

$297 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$49.41 - $49.72 $18,479 - $18,595	374 New	374 $0
Q2 2022 Jul 22, 2022	BUY	$49.82 - $50.18 $485,097 - $488,602	9,737 New	9,737 $486,000

Others Institutions Holding GSST

# of Institutions

101

Shares Held

11.4M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

1.54M
Shares

$77.7 Million
0.17% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$56.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.12M
Shares

$56.3 Million
0.0% of portfolio
Amplius Wealth Advisors, LLC

689K
Shares

$34.7 Million
4.07% of portfolio
Cwm, LLC

592K
Shares

$29.8 Million
0.13% of portfolio

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