M Wealth Management, LLC Wisdomtree Tr Efficient Gold P Transaction History

M Wealth Management, LLC

  • $114 Billion
  • Q3 2025

A detailed history of M Wealth Management, LLC transactions in Wisdomtree Tr Efficient Gold P stock. As of the latest transaction made, M Wealth Management, LLC holds 14,860 shares of GDE stock, worth $861,434. This represents 0.75% of its overall portfolio holdings.

Number of Shares
14,860
Previous 14,860 -0.0%
Holding current value
$861,434
Previous $701 Million 21.73%
% of portfolio
0.75%
Previous 0.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$37.13 - $42.37 $209,784 - $239,390
5,650 Added 61.35%
14,860 $610 Million
Q4 2024

Jan 23, 2025
BUY
$36.06 - $40.96 $332,112 - $377,241
9,210 New
9,210 $342 Million

Others Institutions Holding GDE

# of Institutions
56
Shares Held
3.8M
Call Options Held
17K
Put Options Held
1.2K
View Full List

About WISDOMTREE TR EFFICIENT GOLD P

GDE Quotes by TradingView
  • Ticker GDE
  • Sector ETFs
  • Industry ETFs
More about GDE
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