FTWA
Fifth Third Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
4,398
| – | – | 0.02% | 432 |
|
|
2025
Q1 | $341K | Hold |
4,398
| – | – | 0.02% | 443 |
|
|
2024
Q4 | $247K | Hold |
4,398
| – | – | 0.01% | 595 |
|
|
2024
Q3 | $269K | Hold |
4,398
| – | – | 0.02% | 521 |
|
|
2024
Q2 | $231K | Hold |
4,398
| – | – | 0.02% | 532 |
|
|
2024
Q1 | $207K | Hold |
4,398
| – | – | 0.03% | 236 |
|
|
2023
Q4 | $217K | Buy |
+4,398
| New | +$217K | 0.07% | 163 |
|
|
2023
Q3 | – | Sell |
-6,119
| Closed | -$264K | – | 161 |
|
|
2023
Q2 | $264K | Buy |
+6,119
| New | +$264K | 0.17% | 120 |
|