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

Concord Wealth 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
2026 Q2	$22.8K	Buy	+1,612	New	+$28K	﹤0.01%	463

Other funds holding PPLT

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Concord Wealth Partners's PPLT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in abrdn Physical Platinum Shares ETF (PPLT) in Q2 2026: 1,612 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings.

236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Concord Wealth Partners held 1,612 shares of abrdn Physical Platinum Shares ETF worth $22.8K as of Q2 2026.
abrdn Physical Platinum Shares ETF was a new Concord Wealth Partners position in Q2 2026.
abrdn Physical Platinum Shares ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #463 holding.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.