Robertson Stephens Wealth Management, LLC Goldman Sachs Access Treasury Transaction History

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 270,333 shares of GBIL stock, worth $27 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

270,333

Previous 244,504 10.56%

Holding current value

$27 Million

Previous $24.5 Million 10.15%

% of portfolio

0.98%

Previous 0.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$99.85 - $100.22 $2.58 Million - $2.59 Million	25,829 Added 10.56%	270,333 $27 Million
Q3 2024 Nov 12, 2024	SELL	$99.7 - $100.3 $1.91 Million - $1.92 Million	-19,182 Reduced 7.27%	244,504 $24.5 Million
Q2 2024 Aug 13, 2024	SELL	$99.66 - $100.12 $2.02 Million - $2.03 Million	-20,278 Reduced 7.14%	263,686 $26.4 Million
Q1 2024 May 15, 2024	SELL	$99.75 - $100.89 $6.16 Million - $6.23 Million	-61,788 Reduced 17.87%	283,964 $28.6 Million
Q4 2023 Feb 06, 2024	SELL	$99.69 - $100.2 $4.38 Million - $4.4 Million	-43,935 Reduced 11.27%	345,752 $34.5 Million
Q3 2023 Nov 13, 2023	BUY	$99.65 - $100.12 $9.55 Million - $9.6 Million	95,859 Added 32.62%	389,687 $39 Million
Q2 2023 Aug 11, 2023	BUY	$99.68 - $100.11 $23.6 Million - $23.7 Million	236,710 Added 414.42%	293,828 $29.4 Million
Q1 2023 May 11, 2023	BUY	$99.66 - $100.16 $5.69 Million - $5.72 Million	57,118 New	57,118 $5.72 Million

Others Institutions Holding GBIL

# of Institutions

360

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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Robertson Stephens Wealth Management, LLC Goldman Sachs Access Treasury Transaction History