Legacy Capital Wealth Partners, LLC World Gold Trust Transaction History
Legacy Capital Wealth Partners, LLC
- $574 Million
- Q3 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 31,766 shares of GLDM stock, worth $1.65 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
31,766Holding current value
$1.65 Million% of portfolio
0.29%Shares
4 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$715 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$344 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$340 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$304 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$292 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.61B