Congress Wealth Management LLC Goldman Sachs Access Treasury Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Congress Wealth Management LLC holds 61,517 shares of GBIL stock, worth $6.15 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
61,517
Previous 61,045 0.77%
Holding current value
$6.15 Million
Previous $6.12 Million 0.74%
% of portfolio
0.06%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$99.83 - $100.19 $47,119 - $47,289
472 Added 0.77%
61,517 $6.16 Million
Q1 2025

May 14, 2025
SELL
$99.85 - $100.19 $749,174 - $751,725
-7,503 Reduced 10.95%
61,045 $6.12 Million
Q4 2024

Feb 11, 2025
BUY
$99.85 - $100.22 $1.09 Million - $1.09 Million
10,891 Added 18.89%
68,548 $6.85 Million
Q3 2024

Nov 12, 2024
SELL
$99.7 - $100.3 $1.28 Million - $1.29 Million
-12,850 Reduced 18.23%
57,657 $5.78 Million
Q2 2024

Aug 13, 2024
BUY
$99.66 - $100.12 $260,810 - $262,014
2,617 Added 3.85%
70,507 $7.06 Million
Q1 2024

Apr 18, 2024
BUY
$99.75 - $100.89 $997 - $1,008
10 Added 0.01%
67,890 $6.85 Million
Q4 2023

Feb 09, 2024
SELL
$99.69 - $100.2 $267,966 - $269,337
-2,688 Reduced 3.81%
67,880 $6.77 Million
Q3 2023

Oct 30, 2023
BUY
$99.65 - $100.12 $7.03 Million - $7.07 Million
70,568 New
70,568 $7.06 Million

Others Institutions Holding GBIL

# of Institutions
375
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About GOLDMAN SACHS ACCESS TREASURY

GBIL Quotes by TradingView
  • Ticker GBIL
  • Sector ETFs
  • Industry ETFs
More about GBIL
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