FGAM
PPLT

Financial Gravity Asset Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-20
Closed -$222 – 2241
2024
Q1 		$222 Buy
+20
New +$167 ﹤0.01% 1596
2023
Q4 		– Hold
0
– – – 1403
2023
Q3 		– Sell
-840
Closed -$7.21K – 1152
2023
Q2 		$1.93K Sell
840
-80
-9% -$759 0.01% 649
2023
Q1 		$14 Sell
920
-70
-7% -$643 ﹤0.01% 825
2022
Q4 		$2.29K Buy
990
+190
+24% +$1.72K 0.01% 517
2022
Q3 		$12 Sell
800
-30
-4% -$247 ﹤0.01% 749
2022
Q2 		$13 Sell
830
-90
-10% -$802 ﹤0.01% 662
2022
Q1 		$14 Buy
920
+20
+2% +$192 ﹤0.01% 759
2021
Q4 		$14 Buy
+900
New +$8.38K ﹤0.01% 841
2021
Q3 		– Hold
0
– – – 382
2019
Q4 		– Sell
-130
Closed -$1K – 1652
2019
Q3 		$1K Hold
130
– – ﹤0.01% 1089
2019
Q2 		$1K Hold
130
– – ﹤0.01% 1113
2019
Q1 		$1K Buy
+130
New +$1.01K ﹤0.01% 1164
2018
Q3 		$4K Buy
470
+10
+2% +$77 ﹤0.01% 794
2018
Q2 		$4K Buy
+460
New +$3.96K ﹤0.01% 843

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $818M AUM 24.97% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $338M AUM 29.27% 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