Lee Financial CO World Gold Trust Transaction History
Lee Financial CO
- $706 Million
- Q4 2024
A detailed history of Lee Financial CO transactions in World Gold Trust stock. As of the latest transaction made, Lee Financial CO holds 6,188 shares of GLDM stock, worth $352,159. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,188
Previous 6,188
-0.0%
Holding current value
$352,159
Previous $322,000
0.31%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
549Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$740 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$399 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$376 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$333 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$327 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.36B