Buckingham Strategic Wealth, LLC Goldman Sachs Access Treasury Transaction History

Buckingham Strategic Wealth, LLC

$8.81 Billion
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	BUY	N/A	3,801 Added 166.78%	6,080 $607,000
Q2 2022 Aug 12, 2022	SELL	N/A	-424 Reduced 15.69%	2,279 $228,000
Q1 2022 May 10, 2022	SELL	N/A	-1,801 Reduced 39.99%	2,703 $270,000
Q4 2021 Feb 09, 2022	SELL	N/A	-1,086 Reduced 19.43%	4,504 $451,000
Q3 2021 Nov 10, 2021	SELL	N/A	-728 Reduced 11.52%	5,590 $559,000

Q2 2021 Aug 06, 2021	SELL	N/A	-2,018 Reduced 24.21%	6,318 $632,000
Q1 2021 Apr 30, 2021	SELL	N/A	-590 Reduced 6.61%	8,336 $835,000
Q4 2020 Feb 16, 2021	BUY	N/A	8,926 New	8,926 $894,000
Q2 2020 Aug 03, 2020	SELL	N/A	-2,753 Closed	0 $0
Q1 2020 May 07, 2020	BUY	N/A	2,753 New	2,753 $277,000
Q2 2019 Aug 05, 2019	SELL	N/A	-3,833 Closed	0 $0
Q1 2019 May 02, 2019	SELL	N/A	-115 Reduced 2.91%	3,833 $384,000
Q4 2018 Feb 11, 2019	BUY	N/A	3,948 New	3,948 $395,000

Others Institutions Holding GBIL

# of Institutions

320

Shares Held

45.9M

Call Options Held

0

Put Options Held

0

About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
Sector ETFs
Industry ETFs

More about GBIL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.