Leading Edge Financial Planning LLC World Gold Trust Transaction History
Leading Edge Financial Planning LLC
- $299 Billion
- Q3 2024
A detailed history of Leading Edge Financial Planning LLC transactions in World Gold Trust stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 25,312 shares of GLDM stock, worth $1.32 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
25,312
Previous 27,233
7.05%
Holding current value
$1.32 Million
Previous $1.26 Billion
5.13%
% of portfolio
0.44%
Previous 0.5%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
481Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$720 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$346 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$342 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$306 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 $7.66B