Signature Estate & Investment Advisors LLC Goldman Sachs ETF Tr Actvebeta Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 07, 2020	SELL	$23.58 - $35.55 $198,944 - $299,935	-8,437 Closed	0 $0
Q4 2019 Feb 06, 2020	SELL	$30.88 - $34.51 $37,673 - $42,102	-1,220 Reduced 12.63%	8,437 $289,000
Q3 2019 Oct 31, 2019	SELL	$30.08 - $33.22 $109,611 - $121,053	-3,644 Reduced 27.4%	9,657 $303,000
Q2 2019 Aug 01, 2019	BUY	$30.58 - $33.75 $34,983 - $38,610	1,144 Added 9.41%	13,301 $437,000
Q1 2019 May 01, 2019	SELL	$29.78 - $33.33 $33,294 - $37,262	-1,118 Reduced 8.42%	12,157 $396,000
Q4 2018 Feb 01, 2019	BUY	$28.94 - $32.79 $384,178 - $435,287	13,275 New	13,275 $400,000

Others Institutions Holding GEM

# of Institutions

149

Shares Held

27.5M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

3.67M
Shares

$119 Million
0.02% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

3.22M
Shares

$104 Million
4.11% of portfolio
Wells Fargo & Company San Francisco, CA

2.61M
Shares

$84.6 Million
0.02% of portfolio
Betterment LLC New York, NY

1.66M
Shares

$53.8 Million
0.14% of portfolio
Wms Partners, LLC

1.66M
Shares

$53.8 Million
3.43% of portfolio

View Full List

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