A detailed history of Goal Vest Advisory LLC transactions in Wheaton Precious Metals Corp. stock. As of the latest transaction made, Goal Vest Advisory LLC holds 12,450 shares of WPM stock, worth $797,049. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,450
Previous 12,450 -0.0%
Holding current value
$797,049
Previous $760,000 7.89%
% of portfolio
0.2%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$47.79 - $57.82 $14,337 - $17,346
300 Added 2.47%
12,450 $652,000
Q1 2024

Apr 15, 2024

BUY
$39.19 - $48.51 $476,158 - $589,396
12,150 New
12,150 $572,000

Others Institutions Holding WPM

About Wheaton Precious Metals Corp.


  • Ticker WPM
  • Exchange NYSE
  • Sector Basic Materials
  • Industry Gold
  • Shares Outstandng 451,692,000
  • Market Cap $28.9B
  • Description
  • Wheaton Precious Metals Corp., a streaming company, primarily sells precious metals in Canada and internationally. The company sells gold, silver, palladium, and cobalt deposits. It has a portfolio of interests in the 23 operating mines and 13 development projects. The company was formerly known as Silver Wheaton Corp. and changed its name to Wh...
More about WPM
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.