Warren Averett Asset Management, LLC World Gold Trust Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
A detailed history of Warren Averett Asset Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 6,329 shares of GLDM stock, worth $423,093. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,329
Previous 6,056
4.51%
Holding current value
$423,093
Previous $315,000
4.13%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
584Shares Held
125MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$869 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$469 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$441 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$392 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$384 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.82B