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 $2.42 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
24,274
Previous 22,089 9.89%
Holding current value
$2.42 Million
Previous $2.21 Million 9.9%
% of portfolio
0.42%
Previous 0.46%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$99.83 - $100.19 $218,128 - $218,915
2,185 Added 9.89%
24,274 $2.43 Million
Q1 2025

Apr 14, 2025
SELL
$99.85 - $100.19 $614,976 - $617,070
-6,159 Reduced 21.8%
22,089 $2.21 Million
Q4 2024

Jan 14, 2025
SELL
$99.85 - $100.22 $514,227 - $516,133
-5,150 Reduced 15.42%
28,248 $2.82 Million
Q3 2024

Oct 17, 2024
BUY
$99.7 - $100.3 $1.42 Million - $1.42 Million
14,204 Added 74.0%
33,398 $3.35 Million
Q2 2024

Jul 17, 2024
BUY
$99.66 - $100.12 $1.15 Million - $1.15 Million
11,492 Added 149.21%
19,194 $1.92 Million
Q1 2024

Apr 22, 2024
BUY
$99.75 - $100.89 $386,232 - $390,646
3,872 Added 101.1%
7,702 $777,000
Q4 2023

Jan 12, 2024
BUY
$99.69 - $100.2 $381,812 - $383,766
3,830 New
3,830 $382,000
Q2 2023

Jul 24, 2023
SELL
$99.68 - $100.11 $506,175 - $508,358
-5,078 Reduced 71.52%
2,022 $202,000
Q1 2023

Apr 13, 2023
BUY
$99.66 - $100.16 $485,742 - $488,179
4,874 Added 218.96%
7,100 $710,000
Q4 2022

Jan 11, 2023
BUY
$99.58 - $99.94 $221,665 - $222,466
2,226 New
2,226 $0

Others Institutions Holding GBIL

# of Institutions
374
Shares Held
49.2M
Call Options Held
0
Put Options Held
0
View Full List

About GOLDMAN SACHS ACCESS TREASURY

GBIL Quotes by TradingView
  • Ticker GBIL
  • Sector ETFs
  • Industry ETFs
More about GBIL
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email