Sheets Smith Wealth Management Goldman Sachs Access Treasury Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 2025
A detailed history of Sheets Smith Wealth Management transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Sheets Smith Wealth Management holds 7,268 shares of GBIL stock, worth $726,436. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,268
Previous 152,095
95.22%
Holding current value
$726,436
Previous $15.2 Million
95.23%
% of portfolio
0.09%
Previous 1.93%
Shares
12 transactions
Others Institutions Holding GBIL
# of Institutions
369Shares Held
91.3MCall Options Held
0Put Options Held
0-
Valeo Financial Advisors, LLC41.1MShares$4.1 Billion11.17% of portfolio
-
Betterment LLC New York, NY5.7MShares$570 Million1.22% of portfolio
-
Morgan Stanley New York, NY5.06MShares$506 Million0.03% of portfolio
-
Acr Alpine Capital Research, LLC4.99MShares$499 Million9.44% of portfolio
-
Miracle Mile Advisors, LLC2.77MShares$276 Million4.87% of portfolio