Mbl Wealth, LLC Goldman Sachs Access Treasury Transaction History

Mbl Wealth, LLC

$866 Million
Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Mbl Wealth, LLC holds 47,768 shares of GBIL stock, worth $4.78 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

47,768

Previous 89,130 46.41%

Holding current value

$4.78 Million

Previous $8.92 Million 46.3%

% of portfolio

0.55%

Previous 1.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 08, 2025	SELL	$99.7 - $100.3 $4.12 Million - $4.15 Million	-41,362 Reduced 46.41%	47,768 $4.79 Million
Q2 2024 Jul 19, 2024	BUY	$99.66 - $100.12 $1.05 Million - $1.06 Million	10,559 Added 13.44%	89,130 $8.92 Million
Q1 2024 Apr 22, 2024	BUY	$99.75 - $100.89 $940,243 - $950,989	9,426 Added 13.63%	78,571 $7.93 Million
Q4 2023 Jan 18, 2024	BUY	$99.69 - $100.2 $706,004 - $709,616	7,082 Added 11.41%	69,145 $6.9 Million
Q3 2023 Oct 11, 2023	SELL	$99.65 - $100.12 $39,461 - $39,647	-396 Reduced 0.63%	62,063 $6.21 Million
Q2 2023 Jul 17, 2023	BUY	$99.68 - $100.11 $3.14 Million - $3.15 Million	31,463 Added 101.51%	62,459 $6.25 Million
Q1 2023 Apr 11, 2023	BUY	$99.66 - $100.16 $60,393 - $60,696	606 Added 1.99%	30,996 $3.1 Million
Q4 2022 Jan 12, 2023	SELL	$99.58 - $99.94 $505,468 - $507,295	-5,076 Reduced 14.31%	30,390 $3.03 Million
Q3 2022 Jan 12, 2023	BUY	$99.71 - $99.89 $3.54 Million - $3.54 Million	35,466 New	35,466 $3.54 Million

Others Institutions Holding GBIL

# of Institutions

331

Shares Held

46M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
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