Wr Wealth Planners, LLC Goldman Sachs Access Treasury Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 285,306 shares of GBIL stock, worth $28.6 Million. This represents 8.23% of its overall portfolio holdings.

Number of Shares
285,306
Previous 253,853 12.39%
Holding current value
$28.6 Million
Previous $25.4 Million 12.63%
% of portfolio
8.23%
Previous 8.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$99.7 - $100.3 $3.14 Million - $3.15 Million
31,453 Added 12.39%
285,306 $28.6 Million
Q2 2024

Jul 31, 2024
BUY
$99.66 - $100.12 $2.49 Million - $2.51 Million
25,035 Added 10.94%
253,853 $25.4 Million
Q1 2024

Jul 31, 2024
BUY
$99.75 - $100.89 $6.23 Million - $6.3 Million
62,481 Added 37.56%
228,818 $23.1 Million
Q4 2023

Jul 30, 2024
BUY
$99.69 - $100.2 $16.6 Million - $16.7 Million
166,337 New
166,337 $16.6 Million
Q3 2023

Aug 01, 2024
BUY
$99.65 - $100.12 $3.38 Million - $3.39 Million
33,893 Added 34.26%
132,823 $13.3 Billion
Q2 2023

Aug 01, 2024
SELL
$99.68 - $100.11 $15.4 Million - $15.5 Million
-154,923 Reduced 61.03%
98,930 $9.9 Billion
Q1 2023

Aug 01, 2024
SELL
$99.66 - $100.16 $19.9 Million - $20 Million
-199,247 Reduced 78.49%
54,606 $5.47 Billion
Q4 2022

Oct 10, 2024
SELL
$99.58 - $99.94 $20.7 Million - $20.7 Million
-207,572 Reduced 81.77%
46,281 $4.61 Billion

Others Institutions Holding GBIL

# of Institutions
328
Shares Held
45.2M
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
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