Wr Wealth Planners, LLC Abrdn Gold ETF Trust Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 5,143 shares of SGOL stock, worth $150,072. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,143
Previous 5,143 -0.0%
Holding current value
$150,072
Previous $129,000 0.78%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$21.45 - $23.19 $3,067 - $3,316
143 Added 2.86%
5,143 $114,000
Q1 2024

Jul 31, 2024
BUY
$19.03 - $21.24 $95,150 - $106,199
5,000 New
5,000 $106,000
Q2 2023

Aug 01, 2024
SELL
$18.25 - $19.63 $2,609 - $2,807
-143 Reduced 2.78%
5,000 $91.9 Million
Q1 2023

Aug 01, 2024
SELL
$17.34 - $19.13 $2,479 - $2,735
-143 Reduced 2.78%
5,000 $94.4 Million

Others Institutions Holding SGOL

# of Institutions
378
Shares Held
52.6M
Call Options Held
79.2K
Put Options Held
13.1K
View Full List

About abrdn Gold ETF Trust

SGOL Quotes by TradingView
  • Ticker SGOL
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 145,000,000
  • Market Cap $4.23B
More about SGOL
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email