Robertson Stephens Wealth Management, LLC Goldman Sachs ETF Tr Access U Transaction History

Robertson Stephens Wealth Management, LLC

  • $1.94 Billion
  • Q2 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Goldman Sachs ETF Tr Access U stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 51,981 shares of GCOR stock, worth $2.12 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
51,981
Previous 45,308 14.73%
Holding current value
$2.12 Million
Previous $1.86 Million 13.73%
% of portfolio
0.11%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$39.98 - $41.12 $266,786 - $274,393
6,673 Added 14.73%
51,981 $2.12 Million
Q1 2024

May 15, 2024
SELL
$40.69 - $41.84 $257,974 - $265,265
-6,340 Reduced 12.28%
45,308 $1.86 Million
Q4 2023

Feb 06, 2024
BUY
$38.7 - $42.02 $43,034 - $46,726
1,112 Added 2.2%
51,648 $2.16 Million
Q3 2023

Nov 13, 2023
BUY
$39.65 - $41.62 $594,750 - $624,300
15,000 Added 42.21%
50,536 $2.01 Million
Q2 2023

Aug 11, 2023
BUY
$41.23 - $42.6 $1.47 Million - $1.51 Million
35,536 New
35,536 $1.48 Million

Others Institutions Holding GCOR

# of Institutions
44
Shares Held
11.1M
Call Options Held
0
Put Options Held
0
View Full List

About GOLDMAN SACHS ETF TR ACCESS U

GCOR Quotes by TradingView
  • Ticker GCOR
  • Sector ETFs
  • Industry ETFs
More about GCOR
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email