AWM
PPLT

Activest Wealth Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Activest Wealth Management’s Portfolio PPLT Stock Details PPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Hold
0
– – – 1339
2025
Q2 		– Sell
-380
Closed -$3.72K – 1320
2025
Q1 		$3.47K Hold
380
– – ﹤0.01% 559
2024
Q4 		$3.16K Sell
380
-2,200
-85% -$19.5K ﹤0.01% 405
2024
Q3 		$23.2K Sell
2,580
-490
-16% -$4.33K 0.01% 239
2024
Q2 		$28.1K Hold
3,070
– – 0.01% 219
2024
Q1 		$25.6K Buy
+3,070
New +$25.7K 0.01% 159
2023
Q4 		– Sell
-3,460
Closed -$28.9K – 468
2023
Q3 		$28.9K Buy
+3,460
New +$29.7K 0.02% 119
2023
Q2 		– Sell
-3,460
Closed -$31.6K – 384
2023
Q1 		$31.6K Buy
+3,460
New +$31.8K 0.02% 104
2022
Q3 		– Sell
-4,090
Closed -$34K – 577
2022
Q2 		$34K Hold
4,090
– – 0.02% 117
2022
Q1 		$38K Hold
4,090
– – 0.02% 120
2021
Q4 		$37K Sell
4,090
-106,260
-96% -$989K 0.02% 122
2021
Q3 		$995K Buy
110,350
+17,510
+19% +$167K 0.66% 19
2021
Q2 		$931K Buy
92,840
+49,340
+113% +$545K 0.7% 17
2021
Q1 		$485K Buy
+43,500
New +$473K 0.4% 26

Other funds holding PPLT

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.69B AUM 23.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return