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FinTrust Capital Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

FinTrust Capital Advisors’s Portfolio GBIL Stock Details GBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$105K Buy
1,047
+127
+14% +$12.7K 0.02% 425
2024
Q2 		$92.1K Hold
920
– – 0.02% 418
2024
Q1 		$92.8K Hold
920
– – 0.02% 400
2023
Q4 		$91.8K Hold
920
– – 0.02% 381
2023
Q3 		$92.1K Buy
+920
New +$91.9K 0.02% 361

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FinTrust Capital Advisors's GBIL Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 14% in Q3 2024, buying an estimated $12.7K and bringing the position to 1,047 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #425.

FinTrust Capital Advisors first reported a position in GBIL in Q3 2023 and has held it in 5 quarters since. 308 funds tracked by Wall St. Rank hold GBIL as of Q3 2024.

  • FinTrust Capital Advisors held 1,047 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $105K as of Q3 2024.
  • FinTrust Capital Advisors bought 127 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2024, an estimated $12.7K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #425 holding.
  • FinTrust Capital Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2023 and has held it in 5 quarters since.
  • 308 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.