Reuter James Wealth Management, LLC Goldman Sachs Access Treasury Transaction History

Reuter James Wealth Management, LLC

$536 Million
Q4 2024

A detailed history of Reuter James Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 3,306 shares of GBIL stock, worth $331,228. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,306

Previous 4,727 30.06%

Holding current value

$331,228

Previous $474,000 30.38%

% of portfolio

0.06%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$99.85 - $100.22 $141,886 - $142,412	-1,421 Reduced 30.06%	3,306 $330,000
Q3 2024 Nov 08, 2024	BUY	$99.7 - $100.3 $80,757 - $81,243	810 Added 20.68%	4,727 $474,000
Q2 2024 Aug 01, 2024	SELL	$99.66 - $100.12 $4,185 - $4,205	-42 Reduced 1.06%	3,917 $392,000
Q1 2024 May 06, 2024	BUY	$99.75 - $100.89 $158,502 - $160,314	1,589 Added 67.05%	3,959 $399,000
Q4 2023 Apr 08, 2024	SELL	$99.69 - $100.2 $113,447 - $114,027	-1,138 Reduced 32.44%	2,370 $236,000
Q3 2023 Nov 13, 2023	BUY	$99.65 - $100.12 $349,572 - $351,220	3,508 New	3,508 $351,000
Q1 2023 May 10, 2023	BUY	$99.66 - $100.16 $413,090 - $415,163	4,145 New	4,145 $415,000

Others Institutions Holding GBIL

# of Institutions

331

Shares Held

46.3M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
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Reuter James Wealth Management, LLC Goldman Sachs Access Treasury Transaction History