CP
PPLT

Castleview Partners’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Castleview Partners’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
Q3 		– Sell
-250
Closed -$2.29K – 817
2024
Q2 		$2.29K Hold
250
– – ﹤0.01% 723
2024
Q1 		$2.09K Hold
250
– – ﹤0.01% 735
2023
Q4 		$2.28K Hold
250
– – ﹤0.01% 692
2023
Q3 		$2.09K Hold
250
– – ﹤0.01% 554
2023
Q2 		$2.09K Hold
250
– – ﹤0.01% 581
2023
Q1 		$2.3K Buy
+250
New +$2.3K ﹤0.01% 561
2022
Q3 		– Sell
-3,000
Closed -$25.6K – 717
2022
Q2 		$25.6K Buy
3,000
+2,450
+445% +$21.8K 0.02% 369
2022
Q1 		$5K Sell
550
-48,890
-99% -$468K ﹤0.01% 571
2021
Q4 		$55 Buy
+49,440
New +$460K ﹤0.01% 876
2021
Q2 		$6K Buy
+550
New +$6.08K ﹤0.01% 777

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
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return