Potentia Wealth Goldman Sachs Access Treasury Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Potentia Wealth holds 30,229 shares of GBIL stock, worth $3.02 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

30,229

Holding current value

$3.02 Million

% of portfolio

1.34%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$99.85 - $100.22 $3.02 Million - $3.03 Million	30,229 New	30,229 $3.02 Billion

Others Institutions Holding GBIL

# of Institutions

361

Shares Held

45.1M

Call Options Held

Put Options Held

Betterment LLC New York, NY

5.63M
Shares

$563 Million
1.35% of portfolio
Acr Alpine Capital Research, LLC

5.15M
Shares

$515 Million
12.02% of portfolio
Morgan Stanley New York, NY

4.56M
Shares

$456 Million
0.03% of portfolio
Miracle Mile Advisors, LLC

2.94M
Shares

$294 Million
6.22% of portfolio
Bank Of America Corp Charlotte, NC

2.51M
Shares

$251 Million
0.02% of portfolio

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About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
Sector ETFs
Industry ETFs

More about GBIL

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