Kestra Private Wealth Services, LLC World Gold Trust Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in World Gold Trust stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 41,809 shares of GLDM stock, worth $2.32 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
41,809
Previous 37,243
12.26%
Holding current value
$2.32 Million
Previous $1.94 Million
11.95%
% of portfolio
0.04%
Previous 0.04%
Shares
5 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