Beverly Hills Private Wealth, LLC Goldman Sachs Access Treasury Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q3 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 80,604 shares of GBIL stock, worth $8.06 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

80,604

Previous 82,140 1.87%

Holding current value

$8.06 Million

Previous $8.22 Billion 1.66%

% of portfolio

1.63%

Previous 1.79%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$99.7 - $100.3 $153,139 - $154,060	-1,536 Reduced 1.87%	80,604 $8.08 Billion
Q2 2024 Aug 07, 2024	BUY	$99.66 - $100.12 $1.2 Million - $1.21 Million	12,087 Added 17.25%	82,140 $8.22 Billion
Q1 2024 May 08, 2024	BUY	$99.75 - $100.89 $915,505 - $925,968	9,178 Added 15.08%	70,053 $7.07 Billion
Q4 2023 Jan 29, 2024	SELL	$99.69 - $100.2 $752,659 - $756,510	-7,550 Reduced 11.03%	60,875 $6.07 Billion
Q3 2023 Nov 08, 2023	SELL	$99.65 - $100.12 $514,692 - $517,119	-5,165 Reduced 7.02%	68,425 $6.85 Billion
Q2 2023 Aug 09, 2023	BUY	$99.68 - $100.11 $984,340 - $988,586	9,875 Added 15.5%	73,590 $7.34 Billion
Q1 2023 May 03, 2023	BUY	$99.66 - $100.16 $4.19 Million - $4.21 Million	42,020 Added 193.69%	63,715 $6.38 Billion
Q4 2022 Feb 13, 2023	BUY	$99.58 - $99.94 $2.16 Million - $2.17 Million	21,695 New	21,695 $2.16 Billion

Others Institutions Holding GBIL

# of Institutions

327

Shares Held

45M

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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Account

Beverly Hills Private Wealth, LLC Goldman Sachs Access Treasury Transaction History