Global Wealth Strategies & Associates’s Pluri PLUR Stock Holding History

Global Wealth Strategies & Associates’s Portfolio PLUR Stock Details PLUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8	Closed	-$34	–	503
2024 Q4	$34	Buy	+8	New	+$39	﹤0.01%	394

Other funds holding PLUR

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

SIMA Wealth Partners North Chesterfield, Virginia $131M AUM 14.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Global Wealth Strategies & Associates's PLUR Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Pluri (PLUR) in Q1 2025, closing a stake of 8 shares — an estimated $34 sold.

Global Wealth Strategies & Associates first reported a position in PLUR in Q4 2024 and held it in 1 quarter. The position peaked at $34 in Q4 2024. 19 funds tracked by Wall St. Rank hold PLUR as of Q1 2025.

Global Wealth Strategies & Associates reported no remaining Pluri position as of Q1 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 8 Pluri shares in Q1 2025, an estimated $34.
Global Wealth Strategies & Associates first reported a position in Pluri in Q4 2024 and held it in 1 quarter.
Global Wealth Strategies & Associates's Pluri position peaked at $34 in Q4 2024.
19 funds tracked by Wall St. Rank held Pluri as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.