Atria Wealth Solutions, Inc. Goldman Sachs Access Treasury Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 39,824 shares of GBIL stock, worth $3.98 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

39,824

Previous 40,627 1.98%

Holding current value

$3.98 Million

Previous $4.07 Million 2.33%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$99.85 - $100.22 $80,179 - $80,476	-803 Reduced 1.98%	39,824 $3.98 Million
Q3 2024 Nov 08, 2024	BUY	$99.7 - $100.3 $603,185 - $606,815	6,050 Added 17.5%	40,627 $4.07 Million
Q2 2024 Jul 22, 2024	SELL	$99.66 - $100.12 $344,325 - $345,914	-3,455 Reduced 9.08%	34,577 $3.46 Million
Q1 2024 May 13, 2024	SELL	$99.75 - $100.89 $314,312 - $317,904	-3,151 Reduced 7.65%	38,032 $3.84 Million
Q4 2023 Feb 02, 2024	SELL	$99.69 - $100.2 $93,608 - $94,087	-939 Reduced 2.23%	41,183 $4.11 Million
Q3 2023 Nov 08, 2023	SELL	$99.65 - $100.12 $903,526 - $907,788	-9,067 Reduced 17.71%	42,122 $4.22 Million
Q2 2023 Aug 03, 2023	BUY	$99.68 - $100.11 $4.24 Million - $4.26 Million	42,513 Added 490.01%	51,189 $5.12 Million
Q1 2023 Aug 22, 2023	SELL	$99.66 - $100.16 $1.21 Million - $1.22 Million	-12,183 Reduced 23.8%	39,006 $3.91 Million
Q1 2023 Jun 14, 2023	SELL	$99.66 - $100.16 $3.02 Million - $3.04 Million	-30,330 Reduced 77.76%	8,676 $868,000
Q1 2023 May 10, 2023	BUY	$99.66 - $100.16 $3.02 Million - $3.04 Million	30,330 Added 349.59%	39,006 $3.91 Million
Q4 2022 Aug 30, 2023	SELL	$99.58 - $99.94 $4.23 Million - $4.25 Million	-42,513 Reduced 83.05%	8,676 $865,000
Q4 2022 Feb 13, 2023	BUY	$99.58 - $99.94 $331,601 - $332,800	3,330 Added 62.29%	8,676 $865,000
Q3 2022 Nov 14, 2022	BUY	$99.71 - $99.89 $44,271 - $44,351	444 Added 9.06%	5,346 $534,000
Q2 2022 Aug 15, 2022	BUY	$99.74 - $100.0 $488,925 - $490,200	4,902 New	4,902 $489,000

Others Institutions Holding GBIL

# of Institutions

358

Shares Held

45M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

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Atria Wealth Solutions, Inc. Goldman Sachs Access Treasury Transaction History