Wealthsource Partners, LLC Sprott ETF Tr Gold Miners ETF Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Sprott ETF Tr Gold Miners ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 19,842 shares of SGDM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,842
Previous 19,574 1.37%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
N/A
268 Added 1.37%
19,842 $0
Q3 2023

Nov 09, 2023
SELL
N/A
-27 Reduced 0.14%
19,574 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-1,721 Reduced 8.07%
19,601 $0
Q1 2023

May 15, 2023
SELL
N/A
-6,387 Reduced 23.05%
21,322 $0
Q4 2022

Feb 09, 2023
BUY
N/A
234 Added 0.85%
27,709 $0
Q2 2022

Aug 10, 2022
SELL
N/A
-300 Reduced 1.08%
27,475 $668,000
Q4 2021

Feb 14, 2022
SELL
N/A
-1,380 Reduced 4.73%
27,775 $760,000
Q3 2021

Nov 18, 2021
SELL
N/A
-5,002 Reduced 14.64%
29,155 $724,000
Q2 2021

Nov 18, 2021
SELL
N/A
-435 Reduced 1.26%
34,157 $966,000
Q1 2021

Jun 21, 2021
SELL
N/A
-7,890 Reduced 18.57%
34,592 $927,000
Q4 2020

Feb 12, 2021
SELL
N/A
-625 Reduced 1.45%
42,482 $1.3 Million
Q3 2020

Nov 16, 2020
BUY
N/A
1,757 Added 4.25%
43,107 $0
Q2 2020

Aug 17, 2020
BUY
N/A
5,734 Added 16.1%
41,350 $1.31 Million
Q1 2020

May 12, 2020
SELL
N/A
-2,848 Reduced 7.4%
35,616 $707,000
Q4 2019

Feb 12, 2020
BUY
N/A
753 Added 2.0%
38,464 $967,000
Q3 2019

Nov 15, 2019
BUY
N/A
37,711 New
37,711 $864,000

Others Institutions Holding SGDM

# of Institutions
119
Shares Held
2.87M
Call Options Held
13.9K
Put Options Held
5K
View Full List

About SPROTT ETF TR GOLD MINERS ETF

SGDM Quotes by TradingView
  • Ticker SGDM
More about SGDM
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email