Ep Wealth Advisors, LLC Goldman Sachs ETF Tr Actvebeta Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Goldman Sachs ETF Tr Actvebeta stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 27,553 shares of GEM stock, worth $915,586. This represents 0.01% of its overall portfolio holdings.

Number of Shares

27,553

Previous 29,505 6.62%

Holding current value

$915,586

Previous $1.04 Million 15.07%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$31.92 - $36.14 $62,307 - $70,545	-1,952 Reduced 6.62%	27,553 $879,000
Q3 2024 Nov 14, 2024	SELL	$31.15 - $35.67 $27,474 - $31,460	-882 Reduced 2.9%	29,505 $1.04 Million
Q2 2024 Aug 19, 2024	SELL	$30.41 - $33.31 $22,625 - $24,782	-744 Reduced 2.39%	30,387 $992,000
Q1 2024 May 14, 2024	SELL	$28.89 - $31.61 $27,127 - $29,681	-939 Reduced 2.93%	31,131 $975,000
Q4 2023 Feb 28, 2024	SELL	$27.61 - $30.69 $82 - $92	-3 Reduced 0.01%	32,070 $984,000
Q3 2023 Nov 22, 2023	SELL	$28.58 - $31.45 $8.56 Million - $9.42 Million	-299,371 Reduced 90.32%	32,073 $919,000
Q2 2023 Aug 14, 2023	BUY	$29.01 - $30.97 $9.47 Million - $10.1 Million	326,366 Added 6427.06%	331,444 $9.91 Million
Q1 2023 Jun 05, 2023	BUY	$28.38 - $31.59 $144,113 - $160,414	5,078 New	5,078 $151,000

Others Institutions Holding GEM

# of Institutions

156

Shares Held

28.3M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ETF TR ACTVEBETA

Ticker GEM
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Goldman Sachs ETF Tr Actvebeta Transaction History