Patriot Financial Group Insurance Agency, LLC Goldman Sachs Access Treasury Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$99.65 - $100.12 $57,498 - $57,769	-577 Reduced 16.26%	2,972 $297,000
Q2 2023 Jul 17, 2023	SELL	$99.68 - $100.11 $11,164 - $11,212	-112 Reduced 3.06%	3,549 $355,000
Q1 2023 Apr 20, 2023	BUY	$99.66 - $100.16 $364,855 - $366,685	3,661 New	3,661 $366,000
Q2 2022 Jul 29, 2022	BUY	$99.74 - $100.0 $1,595 - $1,600	16 Added 1.48%	1,099 $110,000
Q1 2022 May 11, 2022	SELL	$99.92 - $100.05 $233,712 - $234,016	-2,339 Reduced 68.35%	1,083 $109,000
Q4 2021 Jan 10, 2022	SELL	$100.04 - $100.09 $8,103 - $8,107	-81 Reduced 2.31%	3,422 $342,000
Q3 2021 Nov 24, 2021	BUY	$100.08 - $100.11 $9,607 - $9,610	96 Added 2.82%	3,503 $351,000
Q2 2021 Jul 30, 2021	BUY	$100.1 - $100.14 $169,269 - $169,336	1,691 Added 98.54%	3,407 $341,000
Q1 2021 Apr 29, 2021	BUY	$100.12 - $100.14 $170,704 - $170,738	1,705 Added 15500.0%	1,716 $172,000
Q4 2020 Jan 15, 2021	BUY	$100.12 - $100.14 $1,101 - $1,101	11 New	11 $1,000

Others Institutions Holding GBIL

# of Institutions

363

Shares Held

46.6M

Call Options Held

Put Options Held

View Full List

About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
Sector ETFs
Industry ETFs

More about GBIL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account