Atria Wealth Solutions’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Atria Wealth Solutions’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
2024 Q4	–	Sell	-162,100	Closed	-$1.46M	–	2067
2024 Q3	$1.46M	Buy	162,100 +2,850	+2%	+$25.2K	0.02%	766
2024 Q2	$1.46M	Sell	159,250 -1,890	-1%	-$17K	0.02%	740
2024 Q1	$1.35M	Buy	161,140 +1,920	+1%	+$16.1K	0.02%	781
2023 Q4	$1.45M	Buy	159,220 +5,000	+3%	+$42.1K	0.02%	720
2023 Q3	$1.29M	Sell	154,220 -4,100	-3%	-$35.2K	0.02%	713
2023 Q2	$1.32M	Buy	158,320 +18,180	+13%	+$173K	0.02%	724
2023 Q1	$1.29M	Hold	140,140	–	–	0.02%	705
2022 Q4	$1.39M	Sell	140,140 -4,000	-3%	-$36.1K	0.02%	629
2022 Q3	$1.15M	Sell	144,140 -81,070	-36%	-$667K	0.02%	671
2022 Q2	$1.87M	Buy	225,210 +2,100	+0.9%	+$18.7K	0.04%	467
2022 Q1	$2.05M	Buy	+223,110	New	+$2.14M	0.03%	476

Other funds holding PPLT

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's PPLT Position: Q4 2024 in Review

Atria Wealth Solutions sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2024, closing a stake of 162,100 shares — an estimated $1.46M sold.

Atria Wealth Solutions first reported a position in PPLT in Q1 2022 and held it in 11 quarters. The position peaked at $2.05M in Q1 2022. 129 funds tracked by Wall St. Rank hold PPLT as of Q4 2024.

Atria Wealth Solutions reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 162,100 abrdn Physical Platinum Shares ETF shares in Q4 2024, an estimated $1.46M.
Atria Wealth Solutions first reported a position in abrdn Physical Platinum Shares ETF in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's abrdn Physical Platinum Shares ETF position peaked at $2.05M in Q1 2022.
129 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.