Alterna Wealth Management, Inc Goldman Sachs Access Treasury Transaction History
Alterna Wealth Management, Inc
- $128 Million
- Q1 2025
A detailed history of Alterna Wealth Management, Inc transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 6,947 shares of GBIL stock, worth $695,672. This represents 0.54% of its overall portfolio holdings.
Number of Shares
6,947
Previous 7,397
6.08%
Holding current value
$695,672
Previous $739,000
5.95%
% of portfolio
0.54%
Previous 0.64%
Shares
5 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