Team Financial Group, LLC World Gold Trust Transaction History
Team Financial Group, LLC
- $174 Billion
- Q4 2024
A detailed history of Team Financial Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Team Financial Group, LLC holds 74,090 shares of GLDM stock, worth $4.32 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
74,090
Previous 73,327
1.04%
Holding current value
$4.32 Million
Previous $3.82 Billion
0.77%
% of portfolio
2.21%
Previous 2.27%
Shares
6 transactions
Others Institutions Holding GLDM
# of Institutions
549Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$757 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$409 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$385 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$341 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$335 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.56B