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Dynamic Advisor Solutions’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Dynamic Advisor Solutions’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
2023
Q4 		– Sell
-8,803
Closed -$741K – 912
2023
Q3 		$741K Buy
+8,803
New +$774K 0.04% 424

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Dynamic Advisor Solutions's GLTR Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2023, closing a stake of 8,803 shares — an estimated $741K sold.

Dynamic Advisor Solutions first reported a position in GLTR in Q3 2023 and held it in 1 quarter. The position peaked at $741K in Q3 2023. 140 funds tracked by Wall St. Rank hold GLTR as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,803 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2023, an estimated $741K.
  • Dynamic Advisor Solutions first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2023 and held it in 1 quarter.
  • Dynamic Advisor Solutions's abrdn Physical Precious Metals Basket Shares ETF position peaked at $741K in Q3 2023.
  • 140 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.