Milestone Wealth, LLC Goldman Sachs ETF Tr Access U Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022

A detailed history of Milestone Wealth, LLC transactions in Goldman Sachs ETF Tr Access U stock. As of the latest transaction made, Milestone Wealth, LLC holds 362,663 shares of GCOR stock, worth $14.8 Million. This represents 16.7% of its overall portfolio holdings.

Number of Shares
362,663
Previous 362,663 -0.0%
Holding current value
$14.8 Million
Previous $15.7 Million -0.0%
% of portfolio
16.7%
Previous 16.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 16, 2022
SELL
$40.59 - $44.35 $224,462 - $245,255
-5,530 Reduced 1.52%
357,133 $14.6 Million
Q2 2022

Aug 12, 2022
BUY
$42.11 - $45.51 $5.71 Million - $6.17 Million
135,488 Added 59.64%
362,663 $15.7 Million
Q1 2022

May 17, 2022
SELL
$45.18 - $48.37 $311,651 - $333,656
-6,898 Reduced 2.95%
227,175 $11.1 Million
Q4 2021

Feb 16, 2022
BUY
$48.36 - $49.1 $11.3 Million - $11.5 Million
234,073 New
234,073 $11.4 Million

Others Institutions Holding GCOR

# of Institutions
47
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About GOLDMAN SACHS ETF TR ACCESS U

GCOR Quotes by TradingView
  • Ticker GCOR
  • Sector ETFs
  • Industry ETFs
More about GCOR
Track This Portfolio

Track Milestone Wealth, LLC Portfolio

Follow Milestone Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email