Capital Advisory Group Advisory Services’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-280	Closed	-$24K	–	288
2021 Q3	$24K	Hold	280	–	–	0.01%	308
2021 Q2	$27K	Hold	280	–	–	0.01%	300
2021 Q1	$26K	Hold	280	–	–	0.01%	290
2020 Q4	$28K	Hold	280	–	–	0.01%	283
2020 Q3	$26K	Hold	280	–	–	0.01%	239
2020 Q2	$23K	Hold	280	–	–	0.01%	243
2020 Q1	$21K	Buy	+280	New	+$22.1K	0.03%	156
2019 Q4	–	Sell	-280	Closed	-$20K	–	286
2019 Q3	$20K	Hold	280	–	–	0.01%	208
2019 Q2	$19K	Hold	280	–	–	0.01%	224
2019 Q1	$18K	Buy	+280	New	+$18.2K	0.01%	219
2018 Q4	–	Sell	-280	Closed	-$16K	–	401
2018 Q3	$16K	Hold	280	–	–	0.01%	214
2018 Q2	$17K	Hold	280	–	–	0.01%	193
2018 Q1	$18K	Buy	+280	New	+$18.3K	0.01%	188

Other funds holding GLTR

Bank of America

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return