Baldwin Wealth Partners’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Baldwin Wealth Partners’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-18	Closed	-$1.87K	–	804
2024 Q1	$1.87K	Hold	18	–	–	﹤0.01%	645
2023 Q4	$1.69K	Hold	18	–	–	﹤0.01%	672
2023 Q3	$1.52K	Sell	18 -2	-10%	-$175	﹤0.01%	690
2023 Q2	$1.75K	Hold	20	–	–	﹤0.01%	705
2023 Q1	$1.62K	Hold	20	–	–	﹤0.01%	735
2022 Q4	$1.52K	Hold	20	–	–	﹤0.01%	723
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	639
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	669
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	643
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	603
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	620
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	627
2021 Q1	$2K	Buy	+20	New	+$1.55K	﹤0.01%	596

Other funds holding GSLC

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return