Worth Asset Management, LLC Wisdomtree Tr Efficient Gold P Transaction History
Worth Asset Management, LLC
- $183 Million
- Q2 2025
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 19,232 shares of GDE stock, worth $952,753. This represents 0.49% of its overall portfolio holdings.
Number of Shares
19,232
Previous 22,159
13.21%
Holding current value
$952,753
Previous $888,000
2.03%
% of portfolio
0.49%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding GDE
# of Institutions
24Shares Held
1.66MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO667KShares$33 Million4.75% of portfolio
-
Churchill Management Corp218KShares$10.8 Million0.11% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA164KShares$8.14 Million0.19% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA137KShares$6.81 Million16.71% of portfolio
-
Magnolia Private Wealth, LLC Philadelphia, PA91KShares$4.51 Million3.33% of portfolio