Strategic Wealth Partners, Ltd. Goldman Sachs Access Treasury Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 13,149 shares of GBIL stock, worth $1.32 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

13,149

Previous 13,371 1.66%

Holding current value

$1.32 Million

Previous $1.34 Million 1.49%

% of portfolio

0.14%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$99.7 - $100.3 $22,133 - $22,266	-222 Reduced 1.66%	13,149 $1.32 Million
Q2 2024 Oct 08, 2024	BUY	$99.66 - $100.12 $96,969 - $97,416	973 Added 7.85%	13,371 $1.34 Million
Q1 2024 May 20, 2024	SELL	$99.75 - $100.89 $269,524 - $272,604	-2,702 Reduced 17.89%	12,398 $1.25 Million
Q4 2023 May 20, 2024	SELL	$99.69 - $100.2 $3.8 Million - $3.82 Million	-38,091 Reduced 71.61%	15,100 $1.51 Million
Q3 2023 May 20, 2024	BUY	$99.65 - $100.12 $256,798 - $258,009	2,577 Added 5.09%	53,191 $5.32 Million
Q2 2023 May 20, 2024	SELL	$99.68 - $100.11 $1.65 Million - $1.66 Million	-16,575 Reduced 24.67%	50,614 $5.06 Million
Q1 2023 Apr 24, 2023	BUY	$99.66 - $100.16 $1.91 Million - $1.92 Million	19,195 Added 39.99%	67,189 $6.73 Million
Q4 2022 Apr 24, 2023	BUY	$99.58 - $99.94 $4.78 Million - $4.8 Million	47,994 New	47,994 $4.79 Million

Others Institutions Holding GBIL

# of Institutions

328

Shares Held

45.2M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
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Strategic Wealth Partners, Ltd. Goldman Sachs Access Treasury Transaction History