AWA
GLTR icon

AmeriServ Wealth Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

AmeriServ Wealth Advisors’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
2013
Q4 		– Sell
-3,500
Closed -$253K – 186
2013
Q3 		$253K Buy
3,500
+200
+6% +$14.5K 0.16% 147
2013
Q2 		$220K Buy
+3,300
New +$254K 0.14% 156

Other funds holding GLTR

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return