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Castle Financial & Retirement Planning Associates’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Castle Financial & Retirement Planning Associates’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 		$24K Buy
+262
New +$23.3K 0.08% 49

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
SP
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's GLTR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2021: 262 shares worth $24K. The stake represents 0.08% of the portfolio and ranks #49 among its holdings.

115 funds tracked by Wall St. Rank hold GLTR as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 262 shares of abrdn Physical Precious Metals Basket Shares ETF worth $24K as of Q4 2021.
  • abrdn Physical Precious Metals Basket Shares ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • abrdn Physical Precious Metals Basket Shares ETF made up 0.08% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #49 holding.
  • 115 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.