Avid Wealth Partners LLC World Gold Trust Transaction History
Avid Wealth Partners LLC
- $141 Billion
- Q4 2024
A detailed history of Avid Wealth Partners LLC transactions in World Gold Trust stock. As of the latest transaction made, Avid Wealth Partners LLC holds 155,972 shares of GLDM stock, worth $8.65 Million. This represents 5.76% of its overall portfolio holdings.
Number of Shares
155,972
Previous 165,131
5.55%
Holding current value
$8.65 Million
Previous $8.61 Billion
5.8%
% of portfolio
5.76%
Previous 6.09%
Shares
5 transactions
Others Institutions Holding GLDM
# of Institutions
516Shares Held
121MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$721 Million0.47% of portfolio
-
Morgan Stanley New York, NY6.63MShares$368 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$364 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$325 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$313 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.15B