Parcion Private Wealth LLC World Gold Trust Transaction History
Parcion Private Wealth LLC
- $1.08 Billion
- Q2 2024
A detailed history of Parcion Private Wealth LLC transactions in World Gold Trust stock. As of the latest transaction made, Parcion Private Wealth LLC holds 309,919 shares of GLDM stock, worth $16.3 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
309,919
Previous 323,045
4.06%
Holding current value
$16.3 Million
Previous $14.2 Million
0.38%
% of portfolio
1.33%
Previous 1.28%
Shares
9 transactions
Others Institutions Holding GLDM
# of Institutions
421Shares Held
102MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$728 Million0.48% of portfolio
-
Morgan Stanley New York, NY6.35MShares$335 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$309 Million7.19% of portfolio
-
Rgt Wealth Advisors, LLC3.64MShares$192 Million19.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.37MShares$178 Million0.01% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.74B