Axxcess Wealth Management, LLC Goldman Sachs Access Treasury Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 42,458 shares of GBIL stock, worth $4.25 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

42,458

Previous 35,016 21.25%

Holding current value

$4.25 Million

Previous $3.5 Million 21.58%

% of portfolio

0.12%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$99.85 - $100.19 $743,083 - $745,613	7,442 Added 21.25%	42,458 $4.25 Million
Q4 2024 Feb 10, 2025	BUY	$99.85 - $100.22 $3.2 Million - $3.21 Million	32,033 Added 1073.85%	35,016 $3.5 Million
Q3 2024 Nov 04, 2024	BUY	$99.7 - $100.3 $5,483 - $5,516	55 Added 1.88%	2,983 $299,000
Q2 2024 Aug 09, 2024	SELL	$99.66 - $100.12 $148,792 - $149,479	-1,493 Reduced 33.77%	2,928 $293,000
Q1 2024 May 14, 2024	SELL	$99.75 - $100.89 $322,691 - $326,379	-3,235 Reduced 42.25%	4,421 $446,000
Q4 2023 Feb 06, 2024	SELL	$99.69 - $100.2 $1.9 Million - $1.91 Million	-19,101 Reduced 71.39%	7,656 $763,000
Q3 2023 Nov 14, 2023	BUY	$99.65 - $100.12 $1.34 Million - $1.35 Million	13,437 Added 100.88%	26,757 $2.68 Million
Q2 2023 Aug 08, 2023	BUY	$99.68 - $100.11 $681,611 - $684,552	6,838 Added 105.49%	13,320 $1.33 Million
Q1 2023 May 03, 2023	SELL	$99.66 - $100.16 $1.42 Million - $1.42 Million	-14,210 Reduced 68.67%	6,482 $649,000
Q4 2022 Feb 14, 2023	BUY	$99.58 - $99.94 $18,023 - $18,089	181 Added 0.88%	20,692 $2.06 Million
Q3 2022 Nov 14, 2022	BUY	$99.71 - $99.89 $285,968 - $286,484	2,868 Added 16.26%	20,511 $2.05 Million
Q2 2022 Aug 11, 2022	BUY	$99.74 - $100.0 $775,279 - $777,300	7,773 Added 78.75%	17,643 $1.76 Million
Q1 2022 Aug 11, 2022	BUY	$99.92 - $100.05 $986,210 - $987,493	9,870 New	9,870 $986,000

Others Institutions Holding GBIL

# of Institutions

379

Shares Held

49.1M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
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Axxcess Wealth Management, LLC Goldman Sachs Access Treasury Transaction History