Worth Asset Management, LLC Wisdomtree Tr Efficient Gold P Transaction History
Worth Asset Management, LLC
- $172 Million
- Q3 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 16,465 shares of GDE stock, worth $617,602. This represents 0.37% of its overall portfolio holdings.
Number of Shares
16,465
Previous 13,824
19.1%
Holding current value
$617,602
Previous $467,000
36.62%
% of portfolio
0.37%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding GDE
# of Institutions
9Shares Held
260KCall Options Held
0Put Options Held
0-
Wealthcare Advisory Partners LLC West Chester, PA195KShares$7.31 Million0.21% of portfolio
-
Jane Street Group, LLC New York, NY36.2KShares$1.36 Million0.0% of portfolio
-
Integrated Wealth Concepts LLC12KShares$451,7320.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ137Shares$5,1380.0% of portfolio
-
Ubs Group Ag33Shares$1,2370.0% of portfolio