Legacy Capital Wealth Partners, LLC World Gold Trust Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 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 32,568 shares of GLDM stock, worth $1.81 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
32,568
Previous 31,766
2.52%
Holding current value
$1.81 Million
Previous $1.66 Million
2.24%
% of portfolio
0.39%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding GLDM
# of Institutions
516Shares 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, VA5.64MShares$313 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.15B