Falcon Wealth Planning Goldman Sachs Access Treasury Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Falcon Wealth Planning holds 2,215 shares of GBIL stock, worth $221,588. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,215
Previous 2,273 2.55%
Holding current value
$221,588
Previous $227,000 2.2%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$99.82 - $100.23 $5,789 - $5,813
-58 Reduced 2.55%
2,215 $222,000
Q2 2025

Jul 16, 2025
BUY
$99.83 - $100.19 $226,913 - $227,731
2,273 New
2,273 $227,000

Others Institutions Holding GBIL

# of Institutions
377
Shares Held
49.6M
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
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email