Worth Asset Management, LLC Wisdomtree Tr Efficient Gold P Transaction History
Worth Asset Management, LLC
- $175 Million
- Q4 2024
A detailed history of Worth Asset Management, LLC transactions in Wisdomtree Tr Efficient Gold P stock. As of the latest transaction made, Worth Asset Management, LLC holds 22,031 shares of GDE stock, worth $902,169. This represents 0.47% of its overall portfolio holdings.
Number of Shares
22,031
Previous 16,465
33.81%
Holding current value
$902,169
Previous $638,000
28.06%
% of portfolio
0.47%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding GDE
# of Institutions
14Shares Held
418KCall Options Held
0Put Options Held
0-
Wealthcare Advisory Partners LLC West Chester, PA178KShares$7.28 Million0.19% of portfolio
-
Mc Grath & Associates, Inc. Asheville, NC62.4KShares$2.55 Million4.67% of portfolio
-
Magnolia Private Wealth, LLC Philadelphia, PA39.6KShares$1.62 Million1.26% of portfolio
-
Jane Street Group, LLC New York, NY31.3KShares$1.28 Million0.0% of portfolio
-
Oregon Pacific Wealth Management, LLC Medford, OR20.9KShares$856,9190.76% of portfolio