Modera Wealth Management, LLC Goldman Sachs Access Treasury Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Modera Wealth Management, LLC holds 7,757 shares of GBIL stock, worth $776,165. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,757
Previous 7,846 1.13%
Holding current value
$776,165
Previous $786,000 1.27%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$99.83 - $100.19 $8,884 - $8,916
-89 Reduced 1.13%
7,757 $776,000
Q1 2025

May 08, 2025
SELL
$99.85 - $100.19 $249,025 - $249,873
-2,494 Reduced 24.12%
7,846 $786,000
Q4 2024

Feb 05, 2025
BUY
$99.85 - $100.22 $1.03 Million - $1.04 Million
10,340 New
10,340 $1.03 Million

Others Institutions Holding GBIL

# of Institutions
370
Shares Held
50.2M
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 Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email