Accurate Wealth Management, LLC Goldman Sachs Access Treasury Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 24,274 shares of GBIL stock, worth $2.43 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
24,274
Previous 22,089
9.89%
Holding current value
$2.43 Million
Previous $2.21 Million
9.9%
% of portfolio
0.42%
Previous 0.46%
Shares
10 transactions
Others Institutions Holding GBIL
# of Institutions
374Shares Held
90.8MCall Options Held
0Put Options Held
0-
Valeo Financial Advisors, LLC41.1MShares$4.1 Billion11.17% of portfolio
-
Betterment LLC New York, NY5.7MShares$570 Million1.22% of portfolio
-
Morgan Stanley New York, NY5.06MShares$506 Million0.03% of portfolio
-
Acr Alpine Capital Research, LLC4.99MShares$499 Million9.44% of portfolio
-
Miracle Mile Advisors, LLC2.77MShares$276 Million4.87% of portfolio