AJ Wealth Strategies’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

AJ Wealth Strategies’s Portfolio GLTR Stock Details GLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.68M	Buy	+19,420	New	+$1.78M	0.08%	103

Other funds holding GLTR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AJ Wealth Strategies's GLTR Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q2 2023: 19,420 shares worth $1.68M. The stake represents 0.08% of the portfolio and ranks #103 among its holdings.

121 funds tracked by Wall St. Rank hold GLTR as of Q2 2023.

AJ Wealth Strategies held 19,420 shares of abrdn Physical Precious Metals Basket Shares ETF worth $1.68M as of Q2 2023.
abrdn Physical Precious Metals Basket Shares ETF was a new AJ Wealth Strategies position in Q2 2023.
abrdn Physical Precious Metals Basket Shares ETF made up 0.08% of AJ Wealth Strategies's portfolio in Q2 2023, its #103 holding.
121 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.