WealthPLAN Partners’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

WealthPLAN Partners’s Portfolio GEM Stock Details GEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-73	Closed	-$2.18K	–	615
2023 Q2	$2.18K	Buy	+73	New	+$2.18K	﹤0.01%	1067

Other funds holding GEM

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

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

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

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return