True Wealth Advisors, LLC Goldman Sachs Tr Eql Weight Us Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Goldman Sachs Tr Eql Weight Us stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,140 shares of GSEW stock, worth $252,393. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,140

Previous 4,199 25.22%

Holding current value

$252,393

Previous $325,000 25.54%

% of portfolio

0.09%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$76.72 - $82.83 $81,246 - $87,716	-1,059 Reduced 25.22%	3,140 $242,000
Q3 2024 Oct 29, 2024	SELL	$70.04 - $77.47 $1,470 - $1,626	-21 Reduced 0.5%	4,199 $325,000
Q2 2024 Jul 24, 2024	SELL	$68.68 - $72.52 $58,446 - $61,714	-851 Reduced 16.78%	4,220 $300,000
Q1 2024 Apr 23, 2024	SELL	$65.54 - $72.81 $60,427 - $67,130	-922 Reduced 15.38%	5,071 $369,000
Q4 2023 Feb 08, 2024	SELL	$56.58 - $67.28 $622 - $740	-11 Reduced 0.18%	5,993 $401,000
Q3 2023 Nov 07, 2023	SELL	$59.4 - $64.76 $4,336 - $4,727	-73 Reduced 1.2%	6,004 $358,000
Q2 2023 Jul 31, 2023	BUY	$58.15 - $62.52 $14,886 - $16,005	256 Added 4.4%	6,077 $379,000
Q1 2023 Apr 19, 2023	BUY	$57.32 - $63.58 $1,719 - $1,907	30 Added 0.52%	5,821 $350,000
Q4 2022 Jan 23, 2023	BUY	$53.2 - $61.67 $308,081 - $357,130	5,791 New	5,791 $0

Others Institutions Holding GSEW

# of Institutions

114

Shares Held

7.98M

Call Options Held

Put Options Held

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About GOLDMAN SACHS TR EQL WEIGHT US

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True Wealth Advisors, LLC Goldman Sachs Tr Eql Weight Us Transaction History