Continuum Wealth Advisors, LLC World Gold Trust Transaction History
Continuum Wealth Advisors, LLC
- $158 Million
- Q3 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 128,993 shares of GLDM stock, worth $6.99 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
128,993
Previous 155,900
17.26%
Holding current value
$6.99 Million
Previous $7.19 Million
6.42%
% of portfolio
4.26%
Previous 3.81%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
439Shares Held
103MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$748 Million0.48% of portfolio
-
Morgan Stanley New York, NY6.35MShares$344 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$317 Million7.19% of portfolio
-
Asset Management One Co., Ltd.4.02MShares$218 Million0.76% of portfolio
-
3 Edge Asset Management, LP3.84MShares$208 Million17.06% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.95B