Worth Asset Management, LLC Wisdomtree Tr Efficient Gold P Transaction History
Worth Asset Management, LLC
- $164 Million
- Q1 2025
A detailed history of Worth Asset Management, LLC transactions in Wisdomtree Tr Efficient Gold P stock. As of the latest transaction made, Worth Asset Management, LLC holds 22,159 shares of GDE stock, worth $923,808. This represents 0.54% of its overall portfolio holdings.
Number of Shares
22,159
Previous 22,031
0.58%
Holding current value
$923,808
Previous $817,000
8.69%
% of portfolio
0.54%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding GDE
# of Institutions
15Shares Held
608KCall Options Held
0Put Options Held
0-
Magnolia Private Wealth, LLC Philadelphia, PA204KShares$8.49 Million2.05% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA173KShares$7.2 Million0.2% of portfolio
-
Mc Grath & Associates, Inc. Asheville, NC79.6KShares$3.32 Million5.96% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA59.3KShares$2.47 Million0.0% of portfolio
-
Oregon Pacific Wealth Management, LLC Medford, OR20.9KShares$872,4040.76% of portfolio