GREAT VALLEY ADVISOR GROUP, INC.
Position in GDE — WisdomTree Efficient Gold Plus Equity Strategy Fund
CIK 1769897
WILMINGTON, DE
All Filings in GDE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 GDE | $3,285,267 | 52,230 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 GDE | $3,218,412 | 52,230 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 GDE | $3,029,468 | 52,769 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||