Congress Wealth Management LLC Goldman Sachs Access Treasury Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Congress Wealth Management LLC holds 57,657 shares of GBIL stock, worth $5.76 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
57,657
Previous 70,507 18.23%
Holding current value
$5.76 Million
Previous $7.06 Million 18.06%
% of portfolio
0.08%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$99.7 - $100.3 $1.28 Million - $1.29 Million
-12,850 Reduced 18.23%
57,657 $5.78 Million
Q2 2024

Aug 13, 2024
BUY
$99.66 - $100.12 $260,810 - $262,014
2,617 Added 3.85%
70,507 $7.06 Million
Q1 2024

Apr 18, 2024
BUY
$99.75 - $100.89 $997 - $1,008
10 Added 0.01%
67,890 $6.85 Million
Q4 2023

Feb 09, 2024
SELL
$99.69 - $100.2 $267,966 - $269,337
-2,688 Reduced 3.81%
67,880 $6.77 Million
Q3 2023

Oct 30, 2023
BUY
$99.65 - $100.12 $7.03 Million - $7.07 Million
70,568 New
70,568 $7.06 Million

Others Institutions Holding GBIL

# of Institutions
323
Shares Held
44.2M
Call Options Held
0
Put Options Held
0
View Full List

About GOLDMAN SACHS ACCESS TREASURY

GBIL Quotes by TradingView
  • Ticker GBIL
  • Sector ETFs
  • Industry ETFs
More about GBIL
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