Legacy Wealth Managment, Llc/Id Uscf ETF Tr Gold Strategy Plus Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Uscf ETF Tr Gold Strategy Plus stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 109,347 shares of GLDX stock, worth $3.85 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
109,347
Previous 74,528
46.72%
Holding current value
$3.85 Million
Previous $2.21 Million
72.47%
% of portfolio
3.16%
Previous 1.81%
Shares
4 transactions
Others Institutions Holding GLDX
# of Institutions
12Shares Held
210KCall Options Held
0Put Options Held
0-
Legacy Investment Solutions, LLC Meridian, ID109KShares$3.85 Million3.16% of portfolio
-
Orion Portfolio Solutions, LLC15.3KShares$539,2390.0% of portfolio
-
Brinker Capital Investments, LLC15.3KShares$539,2390.0% of portfolio
-
Fermata Advisors, LLC Sonoma, CA13.4KShares$470,4260.14% of portfolio
-
Gts Securities LLC New York, NY6.4KShares$225,1160.01% of portfolio