BWM
PPLT

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

BKM 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
2024
Q1 		– Sell
-1,500
Closed -$13.7K – 460
2023
Q4 		$13.7K Buy
+1,500
New +$12.6K 0.01% 432

Other funds holding PPLT

HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CANY
Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

BKM Wealth Management's PPLT Position: Q1 2024 in Review

BKM Wealth Management sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2024, closing a stake of 1,500 shares — an estimated $13.7K sold.

BKM Wealth Management first reported a position in PPLT in Q4 2023 and held it in 1 quarter. The position peaked at $13.7K in Q4 2023. 94 funds tracked by Wall St. Rank hold PPLT as of Q1 2024.

  • BKM Wealth Management reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,500 abrdn Physical Platinum Shares ETF shares in Q1 2024, an estimated $13.7K.
  • BKM Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's abrdn Physical Platinum Shares ETF position peaked at $13.7K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.