M Wealth Management, LLC Wisdomtree Tr Efficient Gold P Transaction History

M Wealth Management, LLC

$110 Billion
Q4 2024

A detailed history of M Wealth Management, LLC transactions in Wisdomtree Tr Efficient Gold P stock. As of the latest transaction made, M Wealth Management, LLC holds 9,210 shares of GDE stock, worth $383,136. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,210

Holding current value

$383,136

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$36.06 - $40.96 $332,112 - $377,241	9,210 New	9,210 $342 Million

Others Institutions Holding GDE

# of Institutions

Shares Held

422K

Call Options Held

Put Options Held

Wealthcare Advisory Partners LLC West Chester, PA

178K
Shares

$7.4 Million
0.19% of portfolio
Mc Grath & Associates, Inc. Asheville, NC

62.4K
Shares

$2.59 Million
4.67% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

59.3K
Shares

$2.47 Million
0.0% of portfolio
Magnolia Private Wealth, LLC Philadelphia, PA

39.6K
Shares

$1.65 Million
1.26% of portfolio
Worth Asset Management, LLC

22K
Shares

$916,489
0.47% of portfolio

View Full List

About WISDOMTREE TR EFFICIENT GOLD P

Ticker GDE
Sector ETFs
Industry ETFs

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M Wealth Management, LLC Wisdomtree Tr Efficient Gold P Transaction History