Financial Advocates Investment Management Goldman Sachs Access Treasury Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Financial Advocates Investment Management holds 57,131 shares of GBIL stock, worth $5.72 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

57,131

Previous 37,772 51.25%

Holding current value

$5.72 Million

Previous $3.78 Million 51.56%

% of portfolio

0.32%

Previous 0.24%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$99.7 - $100.3 $1.93 Million - $1.94 Million	19,359 Added 51.25%	57,131 $5.73 Million
Q2 2024 Jul 26, 2024	SELL	$99.66 - $100.12 $490,825 - $493,091	-4,925 Reduced 11.53%	37,772 $3.78 Million
Q1 2024 May 01, 2024	SELL	$99.75 - $100.89 $1.92 Million - $1.94 Million	-19,254 Reduced 31.08%	42,697 $4.31 Million
Q4 2023 Feb 08, 2024	SELL	$99.69 - $100.2 $112,450 - $113,025	-1,128 Reduced 1.79%	61,951 $6.18 Million
Q3 2023 Oct 27, 2023	BUY	$99.65 - $100.12 $1.57 Million - $1.58 Million	15,784 Added 33.37%	63,079 $6.31 Million
Q2 2023 Aug 07, 2023	SELL	$99.68 - $100.11 $124,998 - $125,537	-1,254 Reduced 2.58%	47,295 $4.73 Million
Q1 2023 May 11, 2023	BUY	$99.66 - $100.16 $1.75 Million - $1.76 Million	17,541 Added 56.57%	48,549 $4.86 Million
Q4 2022 Feb 14, 2023	SELL	$99.58 - $99.94 $927,786 - $931,140	-9,317 Reduced 23.1%	31,008 $3.09 Million
Q3 2022 Nov 14, 2022	BUY	$99.71 - $99.89 $445,304 - $446,108	4,466 Added 12.45%	40,325 $4.03 Million
Q2 2022 Aug 12, 2022	SELL	$99.74 - $100.0 $534,107 - $535,500	-5,355 Reduced 12.99%	35,859 $3.58 Million
Q1 2022 May 11, 2022	SELL	$99.92 - $100.05 $493,105 - $493,746	-4,935 Reduced 10.69%	41,214 $4.12 Million
Q4 2021 Feb 14, 2022	SELL	$100.04 - $100.09 $610,143 - $610,448	-6,099 Reduced 11.67%	46,149 $4.62 Million
Q3 2021 Nov 04, 2021	SELL	$100.08 - $100.11 $1.71 Million - $1.71 Million	-17,072 Reduced 24.63%	52,248 $5.26 Million
Q2 2021 Aug 03, 2021	SELL	$100.1 - $100.14 $758,758 - $759,061	-7,580 Reduced 9.86%	69,320 $5.85 Million
Q1 2021 May 10, 2021	BUY	$100.12 - $100.14 $1.54 Million - $1.54 Million	15,418 Added 25.08%	76,900 $6.05 Million
Q4 2020 Feb 12, 2021	SELL	$100.12 - $100.14 $1.91 Million - $1.91 Million	-19,116 Reduced 23.72%	61,482 $6.15 Million
Q3 2020 Nov 04, 2020	SELL	$100.42 - $100.47 $677,232 - $677,569	-6,744 Reduced 7.72%	80,598 $8.1 Million
Q2 2020 Aug 14, 2020	SELL	$100.48 - $100.68 $277,224 - $277,776	-2,759 Reduced 3.06%	87,342 $8.78 Million
Q1 2020 Apr 29, 2020	SELL	$100.17 - $100.81 $1.49 Million - $1.5 Million	-14,924 Reduced 14.21%	90,101 $9.08 Million
Q4 2019 Feb 13, 2020	SELL	$100.12 - $100.46 $869,542 - $872,495	-8,685 Reduced 7.64%	105,025 $10.5 Million
Q3 2019 Nov 13, 2019	BUY	$100.24 - $100.38 $661,183 - $662,106	6,596 Added 6.16%	113,710 $11.4 Million
Q2 2019 Aug 08, 2019	BUY	N/A	11,961 Added 12.57%	107,114 $10.8 Million
Q1 2019 May 16, 2019	BUY	N/A	880 Added 0.93%	95,153 $9.54 Million
Q4 2018 Feb 14, 2019	BUY	N/A	39,283 Added 71.44%	94,273 $0
Q3 2018 Nov 14, 2018	BUY	N/A	16,543 Added 43.03%	54,990 $0
Q2 2018 Aug 09, 2018	BUY	N/A	16,754 Added 77.23%	38,447 $3.84 Million
Q1 2018 May 11, 2018	BUY	N/A	11,815 Added 119.61%	21,693 $2.17 Million
Q4 2017 Feb 15, 2018	BUY	N/A	9,878	9,878 $988,000

Others Institutions Holding GBIL

# of Institutions

328

Shares Held

45.2M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

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Financial Advocates Investment Management Goldman Sachs Access Treasury Transaction History