Falcon Wealth Planning Goldman Sachs Access Treasury Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Falcon Wealth Planning holds 2,215 shares of GBIL stock, worth $221,632. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,215
Previous 2,273
2.55%
Holding current value
$221,632
Previous $227,000
2.2%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding GBIL
# of Institutions
375Shares Held
49.1MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY5.7MShares$570 Million1.22% of portfolio
-
Morgan Stanley New York, NY5.06MShares$506 Million0.03% of portfolio
-
Acr Alpine Capital Research, LLC4.77MShares$477 Million8.66% of portfolio
-
Bank Of America Corp Charlotte, NC2.68MShares$268 Million0.02% of portfolio
-
Miracle Mile Advisors, LLC2.52MShares$252 Million4.13% of portfolio