Sound View Wealth Advisors Group, LLC Goldman Sachs ETF Tr Activebet Transaction History

Sound View Wealth Advisors Group, LLC

$933 Million
Q1 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$83.87 - $90.06 $718,011 - $771,003	-8,561 Reduced 54.17%	7,243 $610,000
Q2 2023 Aug 08, 2023	SELL	$80.19 - $87.3 $22,292 - $24,269	-278 Reduced 1.73%	15,804 $1.38 Million
Q1 2023 May 12, 2023	BUY	$75.47 - $82.67 $421,877 - $462,125	5,590 Added 53.28%	16,082 $1.31 Million
Q4 2022 Feb 08, 2023	BUY	$74.51 - $81.12 $37,627 - $40,965	505 Added 5.06%	10,492 $798,000
Q3 2022 Nov 08, 2022	BUY	$73.23 - $85.2 $22,042 - $25,645	301 Added 3.11%	9,987 $709,000

Q2 2022 Aug 05, 2022	SELL	$72.75 - $89.85 $70,785 - $87,424	-973 Reduced 9.13%	9,686 $726,000
Q1 2022 May 11, 2022	BUY	$82.56 - $95.4 $5,036 - $5,819	61 Added 0.58%	10,659 $949,000
Q4 2021 Jan 20, 2022	BUY	$85.66 - $95.62 $44,114 - $49,244	515 Added 5.11%	10,598 $1.01 Million
Q3 2021 Oct 21, 2021	BUY	$85.6 - $91.34 $15,664 - $16,715	183 Added 1.85%	10,083 $867,000
Q2 2021 Jul 21, 2021	SELL	$80.03 - $86.07 $1.03 Million - $1.11 Million	-12,857 Reduced 56.5%	9,900 $852,000
Q1 2021 Apr 28, 2021	SELL	$74.7 - $79.77 $7,096 - $7,578	-95 Reduced 0.42%	22,757 $1.8 Million
Q4 2020 Feb 02, 2021	SELL	$66.35 - $75.69 $10,483 - $11,959	-158 Reduced 0.69%	22,852 $1.73 Million
Q3 2020 Nov 09, 2020	SELL	$63.0 - $72.31 $7,119 - $8,171	-113 Reduced 0.49%	23,010 $1.57 Million
Q2 2020 Aug 07, 2020	BUY	$49.94 - $65.05 $109,118 - $142,134	2,185 Added 10.44%	23,123 $1.45 Million
Q1 2020 May 12, 2020	BUY	$45.31 - $68.33 $33,620 - $50,700	742 Added 3.67%	20,938 $1.09 Million
Q4 2019 Jan 27, 2020	BUY	$58.17 - $64.87 $93,246 - $103,986	1,603 Added 8.62%	20,196 $1.31 Million
Q3 2019 Nov 07, 2019	SELL	$57.12 - $60.73 $32,558 - $34,616	-570 Reduced 2.97%	18,593 $1.11 Million
Q2 2019 Aug 07, 2019	BUY	$55.12 - $59.33 $1.06 Million - $1.14 Million	19,163 New	19,163 $1.13 Million

Others Institutions Holding GSLC

# of Institutions

489

Shares Held

107M

Call Options Held

10.2K

Put Options Held

200

Wells Fargo & Company San Francisco, CA

29M
Shares

$3.11 Billion
0.73% of portfolio
Northwestern Mutual Wealth Management CO

10.1M
Shares

$1.08 Billion
1.07% of portfolio
Morgan Stanley New York, NY

5.17M
Shares

$554 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

4.91M
Shares

$527 Million
0.09% of portfolio
Signature Estate & Investment Advisors LLC

4.2M
Shares

$451 Million
11.3% of portfolio

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