Integrated Wealth Concepts LLC Wisdomtree Tr Efficient Gold P Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$32.97 - $39.35 $46,158 - $55,090	1,400 Added 11.63%	13,443 $521,000
Q2 2024 Aug 14, 2024	BUY	$31.16 - $34.58 $375,259 - $416,446	12,043 New	12,043 $407,000

Others Institutions Holding GDE

# of Institutions

15

Shares Held

422K

Call Options Held

0

Put Options Held

0

Wealthcare Advisory Partners LLC West Chester, PA

178K
Shares

$7.53 Million
0.19% of portfolio
Mc Grath & Associates, Inc. Asheville, NC

62.4K
Shares

$2.64 Million
4.67% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

59.3K
Shares

$2.51 Million
0.0% of portfolio
Magnolia Private Wealth, LLC Philadelphia, PA

39.6K
Shares

$1.68 Million
1.26% of portfolio
Worth Asset Management, LLC

22K
Shares

$933,233
0.47% of portfolio

About WISDOMTREE TR EFFICIENT GOLD P

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