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Goldman Sachs Etf Tr treasuryaccess shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Goldman Sachs Etf Tr treasuryaccess (GBIL) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Goldman Sachs Etf Tr treasuryaccess

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs Etf Tr treasuryaccess held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs Etf Tr treasuryaccess by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 2.2k 100.24
2025-06-30 $228k 2.3k 100.14

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Dimensional Etf Trust Internatnal Val (DFIV)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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View all positions for Falcon Wealth Planning

Top funds holding Goldman Sachs Etf Tr treasuryaccess

Betterment
Morgan Stanley
Alpine Investment Management
Miracle Mile Advisors
Goldman Sachs Group
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Oppenheimer Asset Management
UBS Group
Pathway Financial Advisors
CI Private Wealth
Wealthfront Advisers
Bell Investment Advisors

View all funds holding Goldman Sachs Etf Tr treasuryaccess