Buckingham Strategic Wealth, LLC Goldman Sachs Access Treasury Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	BUY	$99.71 - $99.89 $378,997 - $379,681	3,801 Added 166.78%	6,080 $607,000
Q2 2022 Aug 12, 2022	SELL	$99.74 - $100.0 $42,289 - $42,400	-424 Reduced 15.69%	2,279 $228,000
Q1 2022 May 10, 2022	SELL	$99.92 - $100.05 $179,955 - $180,190	-1,801 Reduced 39.99%	2,703 $270,000
Q4 2021 Feb 09, 2022	SELL	$100.04 - $100.09 $108,643 - $108,697	-1,086 Reduced 19.43%	4,504 $451,000
Q3 2021 Nov 10, 2021	SELL	$100.08 - $100.11 $72,858 - $72,880	-728 Reduced 11.52%	5,590 $559,000
Q2 2021 Aug 06, 2021	SELL	$100.1 - $100.14 $202,001 - $202,082	-2,018 Reduced 24.21%	6,318 $632,000
Q1 2021 Apr 30, 2021	SELL	$100.12 - $100.14 $59,070 - $59,082	-590 Reduced 6.61%	8,336 $835,000
Q4 2020 Feb 16, 2021	BUY	$100.12 - $100.14 $893,671 - $893,849	8,926 New	8,926 $894,000
Q2 2020 Aug 03, 2020	SELL	$100.48 - $100.68 $276,621 - $277,172	-2,753 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$100.17 - $100.81 $275,768 - $277,529	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

327

Shares Held

45M

Call Options Held

0

Put Options Held

0

About GOLDMAN SACHS ACCESS TREASURY

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