Cfs Investment Advisory Services, LLC World Gold Trust Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in World Gold Trust stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 68,918 shares of GLDM stock, worth $3.75 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
68,918Holding current value
$3.75 Million% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
498Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$750 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$360 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$356 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$318 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$306 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.98B