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

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$33.67 - $35.96 $872,187 - $931,507	-25,904 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$34.1 - $36.43 $7.05 Million - $7.54 Million	-206,872 Reduced 88.87%	25,904 $885,000
Q2 2021 Aug 10, 2021	BUY	$33.46 - $36.11 $41,758 - $45,065	1,248 Added 0.54%	232,776 $8.13 Million
Q1 2021 May 04, 2021	SELL	$31.69 - $33.49 $473,290 - $500,173	-14,935 Reduced 6.06%	231,528 $7.65 Million
Q4 2020 Feb 23, 2021	BUY	$27.09 - $32.08 $98,553 - $116,707	3,638 Added 1.5%	246,463 $7.86 Million
Q3 2020 Nov 10, 2020	BUY	$26.7 - $29.04 $273,888 - $297,892	10,258 Added 4.41%	242,825 $6.84 Million
Q2 2020 Aug 03, 2020	BUY	$22.03 - $27.85 $1.01 Million - $1.28 Million	46,010 Added 24.66%	232,567 $6.18 Million
Q1 2020 May 11, 2020	BUY	$20.05 - $30.67 $66,485 - $101,701	3,316 Added 1.81%	186,557 $4.3 Million
Q4 2019 Feb 18, 2020	BUY	$27.52 - $30.4 $465,280 - $513,972	16,907 Added 10.16%	183,241 $5.54 Million
Q3 2019 Oct 30, 2019	BUY	$26.98 - $29.11 $30,514 - $32,923	1,131 Added 0.68%	166,334 $4.71 Million
Q2 2019 Aug 12, 2019	BUY	$27.5 - $29.04 $467,335 - $493,505	16,994 Added 11.47%	165,203 $4.74 Million
Q1 2019 May 14, 2019	BUY	$25.16 - $28.43 $235,371 - $265,962	9,355 Added 6.74%	148,209 $4.16 Million
Q4 2018 Feb 13, 2019	BUY	$24.56 - $29.6 $3.41 Million - $4.11 Million	138,854 New	138,854 $3.52 Million

Others Institutions Holding GSIE

# of Institutions

269

Shares Held

100M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

19.9M
Shares

$627 Million
0.14% of portfolio
Lpl Financial LLC Fort Mill, SC

6.65M
Shares

$209 Million
0.1% of portfolio
Betterment LLC New York, NY

6.03M
Shares

$190 Million
0.46% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

4.3M
Shares

$135 Million
4.92% of portfolio
Goldman Sachs Group Inc New York, NY

4.01M
Shares

$126 Million
0.02% of portfolio

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