Wealth Plan Partners, LLC Goldman Sachs Access Treasury Transaction History

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 116,389 shares of GBIL stock, worth $11.6 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
116,389
Previous 113,640 2.42%
Holding current value
$11.6 Million
Previous $11.3 Billion 3.6%
% of portfolio
1.22%
Previous 1.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$99.75 - $100.89 $274,212 - $277,346
2,749 Added 2.42%
116,389 $11.7 Billion
Q4 2023

Jan 05, 2024
BUY
$99.69 - $100.2 $4.62 Million - $4.65 Million
46,387 Added 68.97%
113,640 $11.3 Billion
Q3 2023

Nov 01, 2023
BUY
$99.65 - $100.12 $3.64 Million - $3.66 Million
36,514 Added 118.79%
67,253 $6.73 Billion
Q2 2023

Jul 31, 2023
BUY
$99.68 - $100.11 $2.99 Million - $3 Million
29,994 Added 4026.04%
30,739 $3.08 Billion
Q1 2023

May 10, 2023
SELL
$99.66 - $100.16 $523,713 - $526,340
-5,255 Reduced 87.58%
745 $74.6 Million
Q4 2022

Feb 16, 2023
SELL
$99.62 - $99.94 $3.46 Million - $3.47 Million
-34,746 Reduced 85.27%
6,000 $599 Million
Q1 2022

May 03, 2022
SELL
N/A
-138,797 Reduced 77.31%
40,746 $4.07 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-4,532 Reduced 2.46%
179,543 $18 Million
Q3 2021

Dec 09, 2021
BUY
N/A
184,075 New
184,075 $0

Others Institutions Holding GBIL

# of Institutions
320
Shares Held
45.9M
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
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email