Worth Asset Management, LLC Wisdomtree Tr Efficient Gold P Transaction History

Worth Asset Management, LLC

  • $175 Million
  • Q4 2024

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 22,031 shares of GDE stock, worth $914,286. This represents 0.47% of its overall portfolio holdings.

Number of Shares
22,031
Previous 16,465 33.81%
Holding current value
$914,286
Previous $638,000 28.06%
% of portfolio
0.47%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 08, 2025
BUY
$36.06 - $40.96 $200,709 - $227,983
5,566 Added 33.81%
22,031 $817,000
Q3 2024

Oct 09, 2024
BUY
$32.97 - $39.35 $87,073 - $103,923
2,641 Added 19.1%
16,465 $638,000
Q2 2024

Jul 11, 2024
BUY
$31.16 - $34.58 $430,755 - $478,033
13,824 New
13,824 $467,000

Others Institutions Holding GDE

# of Institutions
15
Shares Held
422K
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EFFICIENT GOLD P

GDE Quotes by TradingView
  • Ticker GDE
  • Sector ETFs
  • Industry ETFs
More about GDE
Track This Portfolio

Track Worth Asset Management, LLC Portfolio

Follow Worth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email