Morris Financial Concepts, Inc. Goldman Sachs ETF Tr Actvebeta Transaction History

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Goldman Sachs ETF Tr Actvebeta stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 11,551 shares of GEM stock, worth $383,955. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,551

Previous 11,449 0.89%

Holding current value

$383,955

Previous $365,000 4.93%

% of portfolio

0.16%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$31.09 - $34.34 $3,171 - $3,502	102 Added 0.89%	11,551 $383,000
Q4 2024 Jan 29, 2025	BUY	$31.92 - $36.14 $244,666 - $277,013	7,665 Added 202.56%	11,449 $365,000
Q3 2024 Oct 30, 2024	BUY	$31.15 - $35.67 $39,529 - $45,265	1,269 Added 50.46%	3,784 $132,000
Q2 2024 Jul 29, 2024	BUY	$30.41 - $33.31 $14,840 - $16,255	488 Added 24.07%	2,515 $82,000
Q1 2024 Apr 18, 2024	BUY	$28.89 - $31.61 $14,993 - $16,405	519 Added 34.42%	2,027 $63,000
Q4 2023 Jan 29, 2024	BUY	$27.61 - $30.69 $11,071 - $12,306	401 Added 36.22%	1,508 $46,000
Q2 2023 Aug 09, 2023	BUY	$29.01 - $30.97 $493 - $526	17 Added 1.56%	1,107 $33,000
Q1 2023 May 10, 2023	BUY	$28.38 - $31.59 $1,589 - $1,769	56 Added 5.42%	1,090 $32,000
Q4 2022 Jan 19, 2023	BUY	$25.42 - $29.16 $16,777 - $19,245	660 Added 176.47%	1,034 $0
Q3 2022 Oct 25, 2022	BUY	$25.83 - $30.26 $9,660 - $11,317	374 New	374 $10,000
Q2 2022 Jul 25, 2022	SELL	$29.75 - $34.84 $8,657 - $10,138	-291 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$35.85 - $38.24 $10,432 - $11,127	291 New	291 $11,000

Others Institutions Holding GEM

# of Institutions

159

Shares Held

28.1M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ETF TR ACTVEBETA

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Morris Financial Concepts, Inc. Goldman Sachs ETF Tr Actvebeta Transaction History