M Wealth Management, LLC GDE Holdings History
M Wealth Management, LLC's WisdomTree Efficient Gold Plus Equity Strategy Fund Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 14,860.00 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund(GDE), totaling $610,000.00. This investment constitutes 0.57% of their stock portfolio, and M Wealth Management, LLC now holds 0.69% of the outstanding WisdomTree Efficient Gold Plus Equity Strategy Fund(GDE) stock.
The initial trade took place in 2024Q4. And since then M Wealth Management, LLC has made 1 purchases of GDE, at an average price of $38.99, for a total of 14,860.00 shares. Based on historical transaction data and GDE's current price of $48.03, M Wealth Management, LLC's estimated gain on his GDE holdings is $134,270.16, reflecting a 23.17% gain to date.
M Wealth Management, LLC GDE ($48.03) Holding Chart
M Wealth Management, LLC GDE ($48.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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