Wealth Plan Partners, LLC Goldman Sachs Access Treasury Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

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	$99.58 - $99.94 $3.46 Million - $3.47 Million	-34,746 Reduced 85.27%	6,000 $599 Million
Q1 2022 May 03, 2022	SELL	$99.92 - $100.05 $13.9 Million - $13.9 Million	-138,797 Reduced 77.31%	40,746 $4.07 Million
Q4 2021 Feb 01, 2022	SELL	$100.04 - $100.09 $453,381 - $453,607	-4,532 Reduced 2.46%	179,543 $18 Million
Q3 2021 Dec 09, 2021	BUY	$100.08 - $100.11 $18.4 Million - $18.4 Million	184,075 New	184,075 $0

Others Institutions Holding GBIL

# of Institutions

327

Shares Held

45M

Call Options Held

0

Put Options Held

0

About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
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