Upper Left Wealth Management, LLC Goldman Sachs Access Treasury Transaction History

Upper Left Wealth Management, LLC

  • $142 Million
  • Q2 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 3,353 shares of GBIL stock, worth $335,199. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,353
Previous 3,453 2.9%
Holding current value
$335,199
Previous $345,000 2.9%
% of portfolio
0.24%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$99.83 - $100.19 $9,983 - $10,019
-100 Reduced 2.9%
3,353 $335,000
Q1 2025

Apr 14, 2025
SELL
$99.85 - $100.19 $7,988 - $8,015
-80 Reduced 2.26%
3,453 $345,000
Q4 2024

Jan 23, 2025
SELL
$99.85 - $100.22 $20,269 - $20,344
-203 Reduced 5.43%
3,533 $353,000
Q3 2024

Nov 13, 2024
SELL
$99.7 - $100.3 $48,553 - $48,846
-487 Reduced 11.53%
3,736 $374,000
Q2 2024

Jul 25, 2024
SELL
$99.66 - $100.12 $40,461 - $40,648
-406 Reduced 8.77%
4,223 $422,000
Q1 2024

Apr 23, 2024
SELL
$99.75 - $100.89 $25,037 - $25,323
-251 Reduced 5.14%
4,629 $467,000
Q4 2023

Jan 23, 2024
SELL
$99.69 - $100.2 $8,074 - $8,116
-81 Reduced 1.63%
4,880 $486,000
Q3 2023

Oct 25, 2023
SELL
$99.65 - $100.12 $4,185 - $4,205
-42 Reduced 0.84%
4,961 $496,000
Q2 2023

Jul 25, 2023
SELL
$99.68 - $100.11 $1,794 - $1,801
-18 Reduced 0.36%
5,003 $500,000
Q1 2023

Apr 25, 2023
BUY
$99.66 - $100.16 $217,856 - $218,949
2,186 Added 77.11%
5,021 $502,000
Q4 2022

Jan 17, 2023
BUY
$99.58 - $99.94 $282,309 - $283,329
2,835 New
2,835 $0

Others Institutions Holding GBIL

# of Institutions
369
Shares Held
49.9M
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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