Strategic Wealth Partners, Ltd. Goldman Sachs Access Treasury Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 65,520 shares of GBIL stock, worth $6.56 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

65,520

Previous 13,149 398.29%

Holding current value

$6.56 Million

Previous $1.32 Million 396.66%

% of portfolio

0.63%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$99.85 - $100.22 $5.23 Million - $5.25 Million	52,371 Added 398.29%	65,520 $6.55 Million
Q3 2024 Oct 08, 2024	SELL	$99.7 - $100.3 $22,133 - $22,266	-222 Reduced 1.66%	13,149 $1.32 Million
Q2 2024 Oct 08, 2024	BUY	$99.66 - $100.12 $96,969 - $97,416	973 Added 7.85%	13,371 $1.34 Million
Q1 2024 May 20, 2024	SELL	$99.75 - $100.89 $269,524 - $272,604	-2,702 Reduced 17.89%	12,398 $1.25 Million
Q4 2023 May 20, 2024	SELL	$99.69 - $100.2 $3.8 Million - $3.82 Million	-38,091 Reduced 71.61%	15,100 $1.51 Million
Q3 2023 May 20, 2024	BUY	$99.65 - $100.12 $256,798 - $258,009	2,577 Added 5.09%	53,191 $5.32 Million
Q2 2023 May 20, 2024	SELL	$99.68 - $100.11 $1.65 Million - $1.66 Million	-16,575 Reduced 24.67%	50,614 $5.06 Million
Q1 2023 Apr 24, 2023	BUY	$99.66 - $100.16 $1.91 Million - $1.92 Million	19,195 Added 39.99%	67,189 $6.73 Million
Q4 2022 Apr 24, 2023	BUY	$99.58 - $99.94 $4.78 Million - $4.8 Million	47,994 New	47,994 $4.79 Million

Others Institutions Holding GBIL

# of Institutions

379

Shares Held

49.1M

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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Account

Strategic Wealth Partners, Ltd. Goldman Sachs Access Treasury Transaction History