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

Morris Financial Concepts, Inc.

$194 Million
Q1 2024

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 2,027 shares of GEM stock, worth $67,661. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,027

Previous 1,508 34.42%

Holding current value

$67,661

Previous $46,000 36.96%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$25.45 - $29.16 $16,797 - $19,245	660 Added 176.47%	1,034 $0

Q3 2022 Oct 25, 2022	BUY	$26.76 - $30.26 $10,008 - $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

137

Shares Held

27.8M

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