Sea Crest Wealth Management, LLC World Gold Trust Transaction History
Sea Crest Wealth Management, LLC
- $858 Million
- Q2 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 19,116 shares of GLDM stock, worth $1.01 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
19,116
Previous 17,190
11.2%
Holding current value
$1.01 Million
Previous $757,000
16.38%
% of portfolio
0.1%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding GLDM
# of Institutions
420Shares Held
102MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$727 Million0.48% of portfolio
-
Morgan Stanley New York, NY6.35MShares$334 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$177 Million0.01% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.73B