Transform Wealth, LLC Abrdn Gold ETF Trust Transaction History

Transform Wealth, LLC

  • $1.02 Billion
  • Q1 2024

A detailed history of Transform Wealth, LLC transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 13,840 shares of SGOL stock, worth $308,078. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,840
Previous 18,840 26.54%
Holding current value
$308,078
Previous $371,000 21.02%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$19.03 - $21.24 $95,150 - $106,199
-5,000 Reduced 26.54%
13,840 $293,000
Q3 2023

Oct 10, 2023
SELL
$17.69 - $18.94 $333,279 - $356,829
-18,840 Reduced 50.0%
18,840 $333,000
Q1 2023

Apr 14, 2023
BUY
$17.34 - $19.13 $326,685 - $360,409
18,840 Added 100.0%
37,680 $711,000
Q4 2022

Jan 12, 2023
BUY
$16.04 - $17.47 $302,193 - $329,134
18,840 New
18,840 $0

Others Institutions Holding SGOL

# of Institutions
306
Shares Held
43.5M
Call Options Held
138K
Put Options Held
6.4K
View Full List

About abrdn Gold ETF Trust

SGOL Quotes by TradingView
  • Ticker SGOL
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 145,000,000
  • Market Cap $3.23B
More about SGOL
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