Vista Wealth Management Group, LLC World Gold Trust Transaction History
Vista Wealth Management Group, LLC
- $1.49 Billion
- Q4 2024
A detailed history of Vista Wealth Management Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 12,000 shares of GLDM stock, worth $656,760. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,000
Previous 12,000
-0.0%
Holding current value
$656,760
Previous $625,000
0.32%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
514Shares Held
121MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$711 Million0.47% of portfolio
-
Morgan Stanley New York, NY6.63MShares$363 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$359 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$321 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$309 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.04B