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Goldman Sachs Etf Tr treasuryaccess shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-12-31 $26M 257k 99.92
2024-09-30 $29M 285k 100.29
2024-06-30 $25M 254k 100.08
2024-03-31 $23M 229k 100.89
2023-12-31 $17M 166k 99.74
2023-09-30 $13M 133k 100.11
2023-06-30 $9.9M 99k 100.07
2023-03-31 $5.5M 55k 100.14
2022-12-31 $4.6M 46k 99.71

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
American Century U.s. Quality Growth Etf Etf (QGRO)
Microsoft Corp Stock (MSFT)
Capital Group Growth Etf Etf (CGGR)
First Trust Low Duration Opportunities Etf Etf (LMBS)

View all positions for WR Wealth Planners

Top funds holding Goldman Sachs Etf Tr treasuryaccess

Betterment
Alpine Investment Management
Morgan Stanley
Miracle Mile Advisors
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Oppenheimer Asset Management
Renaissance Technologies
Pathway Financial Advisors
UBS Group
CI Private Wealth
Northwestern Mutual Wealth Management Company

View all funds holding Goldman Sachs Etf Tr treasuryaccess