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 $615,461. This represents 0.37% of its overall portfolio holdings.

Number of Shares
16,465
Previous 13,824 19.1%
Holding current value
$615,461
Previous $467,000 36.62%
% of portfolio
0.37%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$32.97 - $39.35 $87,073 - $103,923
2,641 Added 19.1%
16,465 $638,000
Q2 2024

Jul 11, 2024

BUY
$31.16 - $34.58 $430,755 - $478,033
13,824 New
13,824 $467,000

Others Institutions Holding GDE

About WISDOMTREE TR EFFICIENT GOLD P


  • Ticker GDE
  • Sector ETFs
  • Industry ETFs
More about GDE
Track This Portfolio

Track Worth Asset Management, LLC Portfolio

Follow Worth Asset Management, 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 Worth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Asset Management, LLC with notifications on news.