A detailed history of Colonial River Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 3,228 shares of GBIL stock, worth $322,186. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,228
Previous 6,964 53.65%
Holding current value
$322,186
Previous $694,000 53.17%
% of portfolio
0.18%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$99.75 - $100.89 $372,666 - $376,925
-3,736 Reduced 53.65%
3,228 $325,000
Q4 2023

Jan 23, 2024

SELL
$99.69 - $100.2 $1.35 Million - $1.35 Million
-13,509 Reduced 65.98%
6,964 $694,000
Q3 2023

Nov 03, 2023

SELL
$99.65 - $100.12 $261,979 - $263,215
-2,629 Reduced 11.38%
20,473 $2.05 Million
Q2 2023

Aug 08, 2023

SELL
$99.68 - $100.11 $189,392 - $190,209
-1,900 Reduced 7.6%
23,102 $2.31 Million
Q1 2023

May 04, 2023

BUY
$99.66 - $100.16 $2.49 Million - $2.5 Million
25,002 New
25,002 $2.5 Million

Others Institutions Holding GBIL

About GOLDMAN SACHS ACCESS TREASURY


  • Ticker GBIL
  • Sector ETFs
  • Industry ETFs
More about GBIL
Track This Portfolio

Track Colonial River Wealth Management, LLC Portfolio

Follow Colonial River 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 Colonial River Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colonial River Wealth Management, LLC with notifications on news.