Ever Source Wealth Advisors, LLC World Gold Trust Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 358 shares of GLDM stock, worth $20,699. This represents 0.0% of its overall portfolio holdings.
Number of Shares
358
Previous 140
155.71%
Holding current value
$20,699
Previous $7,000
157.14%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding GLDM
# of Institutions
553Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$752 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$406 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$382 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$339 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$332 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.49B