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

Reuter James Wealth Management, LLC

$595 Million
Q2 2025

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 3,909 shares of GBIL stock, worth $390,704. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,909

Previous 3,015 29.65%

Holding current value

$390,704

Previous $302,000 29.47%

% of portfolio

0.07%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$99.83 - $100.19 $89,248 - $89,569	894 Added 29.65%	3,909 $391,000
Q1 2025 Apr 14, 2025	SELL	$99.85 - $100.19 $29,056 - $29,155	-291 Reduced 8.8%	3,015 $302,000
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

370

Shares Held

90.7M

Call Options Held

Put Options Held

View Full List

About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
Sector ETFs
Industry ETFs

More about GBIL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Account

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