Congress Wealth Management LLC Goldman Sachs Access Treasury Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

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 68,548 shares of GBIL stock, worth $6.86 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

68,548

Previous 57,657 18.89%

Holding current value

$6.86 Million

Previous $5.78 Million 18.45%

% of portfolio

0.1%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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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Congress Wealth Management LLC Goldman Sachs Access Treasury Transaction History