Archvest Wealth Advisors, Inc. Goldman Sachs Access Treasury Transaction History

Archvest Wealth Advisors, Inc.

$137 Million
Q4 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 6,926 shares of GBIL stock, worth $693,777. This represents 0.5% of its overall portfolio holdings.

Number of Shares

6,926

Previous 10,542 34.3%

Holding current value

$693,777

Previous $1.06 Million 34.53%

% of portfolio

0.5%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$99.85 - $100.22 $361,057 - $362,395	-3,616 Reduced 34.3%	6,926 $692,000
Q3 2024 Nov 04, 2024	SELL	$99.7 - $100.3 $82,352 - $82,847	-826 Reduced 7.27%	10,542 $1.06 Million
Q2 2024 Aug 12, 2024	BUY	$99.66 - $100.12 $621,878 - $624,748	6,240 Added 121.68%	11,368 $1.14 Million
Q1 2024 Apr 29, 2024	SELL	$99.75 - $100.89 $7,980 - $8,071	-80 Reduced 1.54%	5,128 $517,000
Q4 2023 Jan 16, 2024	SELL	$99.69 - $100.2 $1.47 Million - $1.48 Million	-14,767 Reduced 73.93%	5,208 $519,000
Q3 2023 Nov 07, 2023	BUY	$99.65 - $100.12 $28,101 - $28,233	282 Added 1.43%	19,975 $2 Million
Q2 2023 Jul 17, 2023	BUY	$99.68 - $100.11 $125,098 - $125,638	1,255 Added 6.81%	19,693 $1.97 Million
Q1 2023 May 02, 2023	BUY	$99.66 - $100.16 $1.84 Million - $1.85 Million	18,438 New	18,438 $1.85 Million

Others Institutions Holding GBIL

# of Institutions

361

Shares Held

45.1M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
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Archvest Wealth Advisors, Inc. Goldman Sachs Access Treasury Transaction History