Holistic Planning, LLC World Gold Trust Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in World Gold Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 5,217 shares of GLDM stock, worth $271,649. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,217Holding current value
$271,649% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
483Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$719 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$345 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$341 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$305 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$294 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.65B