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

328

Shares Held

45.2M

Call Options Held

0

Put Options Held

0

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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

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