Pds Planning, Inc Goldman Sachs Tr Eql Weight Us Transaction History

Pds Planning, Inc

$1.45 Billion
Q4 2025

A detailed history of Pds Planning, Inc transactions in Goldman Sachs Tr Eql Weight Us stock. As of the latest transaction made, Pds Planning, Inc holds 1,141 shares of GSEW stock, worth $95,319. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,141

Holding current value

$95,319

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$83.21 - $86.32 $94,942 - $98,491	1,141 New	1,141 $95,000

Others Institutions Holding GSEW

# of Institutions

174

Shares Held

11.9M

Call Options Held

Put Options Held

Integrated Wealth Concepts LLC

1.36M
Shares

$113 Million
1.14% of portfolio
Members Trust CO

1.1M
Shares

$92.2 Million
3.07% of portfolio
Morgan Stanley New York, NY

724K
Shares

$60.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

659K
Shares

$55.1 Million
0.0% of portfolio
Aptus Capital Advisors, LLC

563K
Shares

$47.1 Million
0.38% of portfolio

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About GOLDMAN SACHS TR EQL WEIGHT US

Ticker GSEW
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