Mc Grath & Associates, Inc. Wisdomtree Tr Efficient Gold P Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Wisdomtree Tr Efficient Gold P stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 79,584 shares of GDE stock, worth $3.38 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
79,584
Previous 62,358
27.62%
Holding current value
$3.38 Million
Previous $2.31 Billion
41.25%
% of portfolio
5.96%
Previous 4.67%
Shares
2 transactions
Others Institutions Holding GDE
# of Institutions
18Shares Held
670KCall Options Held
0Put Options Held
0-
Magnolia Private Wealth, LLC Philadelphia, PA204KShares$8.66 Million2.05% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA173KShares$7.34 Million0.2% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA59.3KShares$2.52 Million0.0% of portfolio
-
Envestnet Asset Management Inc27.4KShares$1.16 Million0.0% of portfolio
-
Oregon Pacific Wealth Management, LLC Medford, OR24.7KShares$1.05 Million1.01% of portfolio