Robertson Stephens Wealth Management, LLC Goldman Sachs Access Treasury Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 225,631 shares of GBIL stock, worth $22.6 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
225,631
Previous 270,333 16.54%
Holding current value
$22.6 Million
Previous $27 Million 16.33%
% of portfolio
0.8%
Previous 0.98%

Shares

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

Apr 17, 2025
SELL
$99.85 - $100.19 $4.46 Million - $4.48 Million
-44,702 Reduced 16.54%
225,631 $22.6 Million
Q4 2024

Jan 27, 2025
BUY
$99.85 - $100.22 $2.58 Million - $2.59 Million
25,829 Added 10.56%
270,333 $27 Million
Q3 2024

Nov 12, 2024
SELL
$99.7 - $100.3 $1.91 Million - $1.92 Million
-19,182 Reduced 7.27%
244,504 $24.5 Million
Q2 2024

Aug 13, 2024
SELL
$99.66 - $100.12 $2.02 Million - $2.03 Million
-20,278 Reduced 7.14%
263,686 $26.4 Million
Q1 2024

May 15, 2024
SELL
$99.75 - $100.89 $6.16 Million - $6.23 Million
-61,788 Reduced 17.87%
283,964 $28.6 Million
Q4 2023

Feb 06, 2024
SELL
$99.69 - $100.2 $4.38 Million - $4.4 Million
-43,935 Reduced 11.27%
345,752 $34.5 Million
Q3 2023

Nov 13, 2023
BUY
$99.65 - $100.12 $9.55 Million - $9.6 Million
95,859 Added 32.62%
389,687 $39 Million
Q2 2023

Aug 11, 2023
BUY
$99.68 - $100.11 $23.6 Million - $23.7 Million
236,710 Added 414.42%
293,828 $29.4 Million
Q1 2023

May 11, 2023
BUY
$99.66 - $100.16 $5.69 Million - $5.72 Million
57,118 New
57,118 $5.72 Million

Others Institutions Holding GBIL

# of Institutions
379
Shares Held
49.4M
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
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