Ever Source Wealth Advisors, LLC World Gold Trust Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 140 shares of GLDM stock, worth $7,767. This represents 0.0% of its overall portfolio holdings.
Number of Shares
140
Previous 179
21.79%
Holding current value
$7,767
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding GLDM
# of Institutions
517Shares Held
121MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$721 Million0.47% of portfolio
-
Morgan Stanley New York, NY6.63MShares$368 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$364 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$325 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$319 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.15B