Kestra Private Wealth Services, LLC Goldman Sachs Access Treasury Transaction History

Kestra Private Wealth Services, LLC

  • $4.36 Billion
  • Q1 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 7,005 shares of GBIL stock, worth $699,099. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,005
Previous 6,050 15.79%
Holding current value
$699,099
Previous $603,000 17.08%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 02, 2024
BUY
$99.75 - $100.89 $95,261 - $96,349
955 Added 15.79%
7,005 $706,000
Q4 2023

Feb 05, 2024
BUY
$99.69 - $100.2 $20,436 - $20,541
205 Added 3.51%
6,050 $603,000
Q3 2023

Nov 07, 2023
BUY
$99.65 - $100.12 $582,454 - $585,201
5,845 New
5,845 $585,000
Q1 2022

May 26, 2022
SELL
N/A
-2,268 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
N/A
2,268 New
2,268 $0

Others Institutions Holding GBIL

# of Institutions
320
Shares Held
45.9M
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email