Wr Wealth Planners, LLC World Gold Trust Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 130,768 shares of GLDM stock, worth $6.78 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
130,768
Previous 139,903
6.53%
Holding current value
$6.78 Million
Previous $6.45 Million
5.71%
% of portfolio
1.96%
Previous 2.03%
Shares
7 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$715 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$344 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$340 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$304 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$292 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.61B