Able Wealth Management LLC Goldman Sachs Access Treasury Transaction History
Able Wealth Management LLC
- $169 Billion
- Q1 2025
A detailed history of Able Wealth Management LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Able Wealth Management LLC holds 4,948 shares of GBIL stock, worth $495,492. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,948
Previous 5,683
12.93%
Holding current value
$495,492
Previous $568 Million
12.71%
% of portfolio
0.29%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding GBIL
# of Institutions
371Shares Held
89.8MCall Options Held
0Put Options Held
0-
Valeo Financial Advisors, LLC41.1MShares$4.11 Billion11.17% of portfolio
-
Betterment LLC New York, NY5.64MShares$565 Million1.34% of portfolio
-
Morgan Stanley New York, NY4.59MShares$460 Million0.03% of portfolio
-
Acr Alpine Capital Research, LLC4.18MShares$418 Million9.41% of portfolio
-
Bank Of America Corp Charlotte, NC3.34MShares$334 Million0.03% of portfolio