New Edge Wealth, LLC Goldman Sachs Access Treasury Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, New Edge Wealth, LLC holds 7,631 shares of GBIL stock, worth $764,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,631

Previous 14,632 47.85%

Holding current value

$764,168

Previous $1.46 Million 47.75%

% of portfolio

0.01%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$99.7 - $100.3 $697,999 - $702,200	-7,001 Reduced 47.85%	7,631 $765,000
Q2 2024 Aug 01, 2024	SELL	$99.66 - $100.12 $36,774 - $36,944	-369 Reduced 2.46%	14,632 $1.46 Million
Q1 2024 May 06, 2024	SELL	$99.75 - $100.89 $1.09 Million - $1.1 Million	-10,892 Reduced 42.07%	15,001 $1.51 Million
Q4 2023 Jan 29, 2024	BUY	$99.69 - $100.2 $975,167 - $980,156	9,782 Added 60.72%	25,893 $2.58 Million
Q3 2023 Nov 08, 2023	BUY	$99.65 - $100.12 $30,094 - $30,236	302 Added 1.91%	16,111 $1.61 Million
Q2 2023 Aug 09, 2023	BUY	$99.68 - $100.11 $45,753 - $45,950	459 Added 2.99%	15,809 $1.58 Million
Q1 2023 May 08, 2023	BUY	$99.66 - $100.16 $1.53 Million - $1.54 Million	15,350 New	15,350 $1.54 Million

Others Institutions Holding GBIL

# of Institutions

328

Shares Held

45.2M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
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New Edge Wealth, LLC Goldman Sachs Access Treasury Transaction History