Riverpoint Wealth Management Holdings, LLC Goldman Sachs ETF Tr Actvebeta Transaction History

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$35.85 - $38.24 $349,501 - $372,801	-9,749 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$36.83 - $40.59 $1.3 Million - $1.44 Million	-35,398 Reduced 78.41%	9,749 $362,000
Q2 2021 Aug 10, 2021	BUY	$38.88 - $41.62 $26,516 - $28,384	682 Added 1.53%	45,147 $1.84 Million
Q1 2021 May 04, 2021	BUY	$38.24 - $42.1 $557,386 - $613,649	14,576 Added 48.77%	44,465 $1.76 Million
Q4 2020 Feb 23, 2021	BUY	$32.73 - $38.23 $62,252 - $72,713	1,902 Added 6.8%	29,889 $1.14 Million
Q3 2020 Nov 10, 2020	BUY	$30.7 - $33.94 $17,621 - $19,481	574 Added 2.09%	27,987 $918,000
Q2 2020 Aug 03, 2020	BUY	$25.07 - $31.21 $4,412 - $5,492	176 Added 0.65%	27,413 $830,000
Q1 2020 May 11, 2020	BUY	$23.58 - $35.55 $642,248 - $968,275	27,237 New	27,237 $713,000

Others Institutions Holding GEM

# of Institutions

149

Shares Held

27.5M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

3.67M
Shares

$122 Million
0.02% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

3.22M
Shares

$107 Million
4.11% of portfolio
Wells Fargo & Company San Francisco, CA

2.61M
Shares

$86.7 Million
0.02% of portfolio
Betterment LLC New York, NY

1.66M
Shares

$55.1 Million
0.14% of portfolio
Wms Partners, LLC

1.66M
Shares

$55.1 Million
3.43% of portfolio

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