Warren Averett Asset Management, LLC World Gold Trust Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 6,056 shares of GLDM stock, worth $321,755. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,056
Previous 6,056
-0.0%
Holding current value
$321,755
Previous $279,000
12.9%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$733 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$352 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$348 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$311 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$300 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.8B