AWS
PPLT

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 – 2069
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 $639M AUM 31.05% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.69B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return