Wr Wealth Planners, LLC Goldman Sachs Access Treasury Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 256,747 shares of GBIL stock, worth $25.7 Million. This represents 8.51% of its overall portfolio holdings.

Number of Shares

256,747

Previous 285,306 10.01%

Holding current value

$25.7 Million

Previous $28.6 Million 10.34%

% of portfolio

8.51%

Previous 8.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$99.85 - $100.22 $2.85 Million - $2.86 Million	-28,559 Reduced 10.01%	256,747 $25.7 Million
Q3 2024 Oct 17, 2024	BUY	$99.7 - $100.3 $3.14 Million - $3.15 Million	31,453 Added 12.39%	285,306 $28.6 Million
Q2 2024 Jul 31, 2024	BUY	$99.66 - $100.12 $2.49 Million - $2.51 Million	25,035 Added 10.94%	253,853 $25.4 Million
Q1 2024 Jul 31, 2024	BUY	$99.75 - $100.89 $6.23 Million - $6.3 Million	62,481 Added 37.56%	228,818 $23.1 Million
Q4 2023 Jul 30, 2024	BUY	$99.69 - $100.2 $16.6 Million - $16.7 Million	166,337 New	166,337 $16.6 Million
Q3 2023 Aug 01, 2024	BUY	$99.65 - $100.12 $3.38 Million - $3.39 Million	33,893 Added 34.26%	132,823 $13.3 Billion
Q2 2023 Aug 01, 2024	SELL	$99.68 - $100.11 $15.4 Million - $15.5 Million	-154,923 Reduced 61.03%	98,930 $9.9 Billion
Q1 2023 Aug 01, 2024	SELL	$99.66 - $100.16 $19.9 Million - $20 Million	-199,247 Reduced 78.49%	54,606 $5.47 Billion
Q4 2022 Oct 10, 2024	SELL	$99.58 - $99.94 $20.7 Million - $20.7 Million	-207,572 Reduced 81.77%	46,281 $4.61 Billion

Others Institutions Holding GBIL

# of Institutions

380

Shares Held

49.1M

Call Options Held

Put Options Held

View Full List

About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
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Wr Wealth Planners, LLC Goldman Sachs Access Treasury Transaction History