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 $3.94 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
79,584
Previous 62,358
27.62%
Holding current value
$3.94 Million
Previous $2.31 Billion
41.25%
% of portfolio
5.96%
Previous 4.67%
Shares
2 transactions
Others Institutions Holding GDE
# of Institutions
28Shares Held
5.06MCall Options Held
0Put Options Held
0-
Mainstay Capital Management LLC3.39MShares$168 Million8.05% of portfolio
-
Alpine Bank Wealth Management Grand Junction, CO667KShares$33 Million4.75% of portfolio
-
Churchill Management Corp218KShares$10.8 Million0.11% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA164KShares$8.13 Million0.19% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA137KShares$6.8 Million16.71% of portfolio