WR Wealth Planners, LLC GBIL Holdings History
WR Wealth Planners, LLC's Goldman Sachs Access Treasury 0-1 Year ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 256,747.00 shares of Goldman Sachs Access Treasury 0-1 Year ETF(GBIL), totaling $25.65 Mil. This investment constitutes 8.25% of their stock portfolio, and WR Wealth Planners, LLC now holds 0.44% of the outstanding Goldman Sachs Access Treasury 0-1 Year ETF(GBIL) stock.
The initial trade took place in 2022Q4. And since then WR Wealth Planners, LLC has made 6 purchases of GBIL, at an average price of $99.91, for a total of 285,306.00 shares. In addition, there have been 1 sales at an average price of $100.03 for 28,559.00 shares. Based on historical transaction data and GBIL's current price of $100.05, WR Wealth Planners, LLC's estimated gain on his GBIL holdings is $39,164.80, reflecting a 0.14% gain to date.
WR Wealth Planners, LLC GBIL ($100.05) Holding Chart
WR Wealth Planners, LLC GBIL ($100.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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