West Financial Advisors, LLC Tidal ETF Tr Gotham Enhanced 5 Transaction History

West Financial Advisors, LLC

$525 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 19, 2022	SELL	$23.08 - $25.67 $2,308 - $2,567	-100 Closed	0 $0
Q1 2021 Apr 20, 2021	BUY	$19.8 - $21.4 $1,980 - $2,140	100 New	100 $2,000

Others Institutions Holding GSPY

# of Institutions

13

Shares Held

16.1M

Call Options Held

0

Put Options Held

0

Joel Greenblatt Gotham Asset Management, LLC | New York, Ny

15.9M
Shares

$510 Million
4.24% of portfolio
Miller Investment Management, LP West Conshohocken, PA

121K
Shares

$3.88 Million
0.41% of portfolio
Bedel Financial Consulting, Inc.

62.4K
Shares

$2.01 Million
0.27% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

45.8K
Shares

$1.47 Million
0.0% of portfolio
Pasadena Private Wealth, LLC Pasadena, CA

15.8K
Shares

$506,587
0.1% of portfolio

About TIDAL ETF TR GOTHAM ENHANCED 5

Ticker GSPY
Sector ETFs
Industry ETFs

More about GSPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.