Naviter Wealth, LLC Goldman Sachs ETF Tr Actvebeta Transaction History

Naviter Wealth, LLC

$809 Million
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$31.15 - $35.67 $181,074 - $207,349	5,813 New	5,813 $204,000
Q2 2023 Jul 20, 2023	BUY	$29.01 - $30.97 $2,349 - $2,508	81 Added 0.8%	10,194 $304,000
Q1 2023 Apr 12, 2023	SELL	$28.38 - $31.59 $1.7 Million - $1.9 Million	-60,000 Reduced 85.58%	10,113 $301,000
Q4 2022 Jan 31, 2023	BUY	$25.42 - $29.16 $1.14 Million - $1.31 Million	44,866 Added 177.71%	70,113 $1.98 Million
Q3 2022 Oct 27, 2022	BUY	$25.83 - $30.26 $14,723 - $17,248	570 Added 2.31%	25,247 $652,000
Q2 2022 Jul 18, 2022	SELL	$29.75 - $34.84 $17.7 Million - $20.8 Million	-596,174 Reduced 96.03%	24,677 $734,000
Q1 2022 Apr 21, 2022	SELL	$31.87 - $38.01 $428,587 - $511,158	-13,448 Reduced 2.12%	620,851 $21 Million
Q4 2021 Feb 03, 2022	BUY	$35.85 - $38.24 $22.7 Million - $24.3 Million	634,299 New	634,299 $23.5 Million

Others Institutions Holding GEM

# of Institutions

161

Shares Held

28.6M

Call Options Held

0

Put Options Held

0

Sig Fig Wealth Management, LLC San Francisco, CA

3.34M
Shares

$124 Million
4.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.28M
Shares

$122 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

2.73M
Shares

$102 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.81M
Shares

$67.5 Million
0.02% of portfolio
Hb Wealth Management, LLC

1.78M
Shares

$66.3 Million
0.5% of portfolio

About GOLDMAN SACHS ETF TR ACTVEBETA

Ticker GEM
Sector ETFs
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