A detailed history of Lifelong Wealth Advisors, Inc. transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 6,502 shares of GBIL stock, worth $651,435. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,502
Previous 10,145 35.91%
Holding current value
$651,435
Previous $1.01 Billion 35.74%
% of portfolio
0.31%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

SELL
$99.85 - $100.19 $363,753 - $364,992
-3,643 Reduced 35.91%
6,502 $651 Million
Q4 2024

Feb 13, 2025

BUY
$99.85 - $100.22 $1.01 Million - $1.02 Million
10,145 New
10,145 $1.01 Billion

Others Institutions Holding GBIL

About GOLDMAN SACHS ACCESS TREASURY


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

Track Lifelong Wealth Advisors, Inc. Portfolio

Follow Lifelong Wealth Advisors, Inc. 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 Lifelong Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifelong Wealth Advisors, Inc. with notifications on news.