AWM
PPLT

Avior Wealth Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Avior Wealth Management’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
2026
Q2 		$145K Buy
+10,240
New +$178K ﹤0.01% 775
2025
Q1 		– Sell
-8,970
Closed -$74.5K – 1908
2024
Q4 		$74.5K Buy
8,970
+5,390
+151% +$47.7K ﹤0.01% 997
2024
Q3 		$32.1K Sell
3,580
-870
-20% -$7.68K ﹤0.01% 1269
2024
Q2 		$40.7K Buy
4,450
+2,200
+98% +$19.8K ﹤0.01% 1173
2024
Q1 		$18.8K Hold
2,250
– – ﹤0.01% 1637
2023
Q4 		$20.5K Hold
2,250
– – ﹤0.01% 882
2023
Q3 		$18.8K Sell
2,250
-2,140
-49% -$18.4K ﹤0.01% 949
2023
Q2 		$36.7K Hold
4,390
– – ﹤0.01% 828
2023
Q1 		$40.4K Hold
4,390
– – ﹤0.01% 827
2022
Q4 		$43.6K Buy
4,390
+2,140
+95% +$19.3K ﹤0.01% 648
2022
Q3 		$17K Hold
2,250
– – ﹤0.01% 766
2022
Q2 		$18K Hold
2,250
– – ﹤0.01% 689
2022
Q1 		$20K Hold
2,250
– – ﹤0.01% 713
2021
Q4 		$20K Sell
2,250
-1,380
-38% -$12.8K ﹤0.01% 710
2021
Q3 		$32K Buy
3,630
+2,760
+317% +$26.3K ﹤0.01% 604
2021
Q2 		$8K Hold
870
– – ﹤0.01% 780
2021
Q1 		$9K Hold
870
– – ﹤0.01% 778
2020
Q4 		$8K Buy
+870
New +$7.68K ﹤0.01% 743
2014
Q4 		– Sell
-1,250
Closed -$16K – 338
2014
Q3 		$16K Hold
1,250
– – 0.01% 206
2014
Q2 		$18K Hold
1,250
– – 0.02% 202
2014
Q1 		$17K Buy
+1,250
New +$17.4K 0.01% 201

Other funds holding PPLT

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return