Wr Wealth Planners, LLC World Gold Trust Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 139,903 shares of GLDM stock, worth $7.16 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
139,903
Previous 146,920
4.78%
Holding current value
$7.16 Million
Previous $6.47 Million
0.36%
% of portfolio
2.03%
Previous 2.07%
Shares
6 transactions
Others Institutions Holding GLDM
# of Institutions
420Shares Held
102MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$706 Million0.48% of portfolio
-
Morgan Stanley New York, NY6.35MShares$325 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$300 Million7.19% of portfolio
-
Rgt Wealth Advisors, LLC3.64MShares$186 Million19.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.37MShares$172 Million0.01% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.52B