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Global Wealth Strategies & Associates’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-4
Closed -$365 – 336
2023
Q1 		$365 Buy
+4
New +$352 ﹤0.01% 312

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Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Global Wealth Strategies & Associates's GLTR Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q2 2023, closing a stake of 4 shares — an estimated $365 sold.

Global Wealth Strategies & Associates first reported a position in GLTR in Q1 2023 and held it in 1 quarter. The position peaked at $365 in Q1 2023. 121 funds tracked by Wall St. Rank hold GLTR as of Q2 2023.

  • Global Wealth Strategies & Associates reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q2 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 4 abrdn Physical Precious Metals Basket Shares ETF shares in Q2 2023, an estimated $365.
  • Global Wealth Strategies & Associates first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's abrdn Physical Precious Metals Basket Shares ETF position peaked at $365 in Q1 2023.
  • 121 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.