Avior Wealth Management’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Avior Wealth Management’s Portfolio PALL Stock Details PALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-465	Closed	-$8.29K	–	2387
2024 Q2	$8.29K	Buy	465 +270	+138%	+$4.83K	﹤0.01%	1569
2024 Q1	$3.65K	Hold	195	–	–	﹤0.01%	2164
2023 Q4	$3.94K	Hold	195	–	–	﹤0.01%	1211
2023 Q3	$4.49K	Hold	195	–	–	﹤0.01%	1216
2023 Q2	$4.44K	Hold	195	–	–	﹤0.01%	1201
2023 Q1	$5.27K	Hold	195	–	–	﹤0.01%	1183
2022 Q4	$6.44K	Hold	195	–	–	﹤0.01%	918
2022 Q3	$7K	Hold	195	–	–	﹤0.01%	900
2022 Q2	$6K	Hold	195	–	–	﹤0.01%	840
2022 Q1	$8K	Hold	195	–	–	﹤0.01%	861
2021 Q4	$6K	Hold	195	–	–	﹤0.01%	866
2021 Q3	$6K	Hold	195	–	–	﹤0.01%	834
2021 Q2	$10K	Hold	195	–	–	﹤0.01%	752
2021 Q1	$9K	Hold	195	–	–	﹤0.01%	777
2020 Q4	$8K	Buy	+195	New	+$8.58K	﹤0.01%	742

Other funds holding PALL

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's PALL Position: Q3 2024 in Review

Avior Wealth Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q3 2024, closing a stake of 465 shares — an estimated $8.29K sold.

Avior Wealth Management first reported a position in PALL in Q4 2020 and held it in 15 quarters. The position peaked at $10K in Q2 2021. 53 funds tracked by Wall St. Rank hold PALL as of Q3 2024.

Avior Wealth Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q3 2024 after selling out during the quarter.
Avior Wealth Management sold 465 abrdn Physical Palladium Shares ETF shares in Q3 2024, an estimated $8.29K.
Avior Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q4 2020 and held it in 15 quarters.
Avior Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $10K in Q2 2021.
53 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.