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BerganKDV Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

BerganKDV Wealth Management’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
2020
Q1 		– Sell
-61
Closed -$5K – 955
2019
Q4 		$5K Buy
+61
New +$4.51K ﹤0.01% 618

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

BerganKDV Wealth Management's GLTR Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2020, closing a stake of 61 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in GLTR in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 52 funds tracked by Wall St. Rank hold GLTR as of Q1 2020.

  • BerganKDV Wealth Management reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 61 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2020, an estimated $5K.
  • BerganKDV Wealth Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $5K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.