CFG
PPLT

Carr Financial Group’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Carr Financial Group’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
Q2 		– Sell
-32,060
Closed -$268K – 193
2024
Q1 		$268K Sell
32,060
-18,530
-37% -$155K 0.09% 159
2023
Q4 		$461K Sell
50,590
-8,780
-15% -$74K 0.17% 99
2023
Q3 		$510K Sell
59,370
-3,930
-6% -$33.7K 0.2% 86
2023
Q2 		$530K Sell
63,300
-14,620
-19% -$139K 0.21% 87
2023
Q1 		$716K Buy
+77,920
New +$716K 0.32% 59

Other funds holding PPLT

HCM
Hollencrest Capital Management Newport Beach, California $2.69B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $818M AUM 24.97% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $338M AUM 29.27% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return