Wr Wealth Planners, LLC Goldman Sachs Access Treasury Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 253,853 shares of GBIL stock, worth $25.4 Million. This represents 8.0% of its overall portfolio holdings.
Number of Shares
253,853
Previous 228,818
10.94%
Holding current value
$25.4 Million
Previous $23.1 Million
10.05%
% of portfolio
8.0%
Previous 7.39%
Shares
6 transactions
Others Institutions Holding GBIL
# of Institutions
313Shares Held
41.9MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY5.22MShares$523 Million1.35% of portfolio
-
Acr Alpine Capital Research, LLC4.95MShares$496 Million16.36% of portfolio
-
Morgan Stanley New York, NY4.45MShares$445 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.87MShares$288 Million0.03% of portfolio
-
Miracle Mile Advisors, LLC2.25MShares$226 Million5.63% of portfolio