GLLW
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Graves Light Lenhart Wealth’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-451
Closed -$38K – 324
2022
Q2 		$38K Sell
451
-614
-58% -$55.8K 0.01% 335
2022
Q1 		$102K Hold
1,065
– – 0.01% 265
2021
Q4 		$95K Hold
1,065
– – 0.01% 308
2021
Q3 		$92K Hold
1,065
– – 0.01% 289
2021
Q2 		$103K Hold
1,065
– – 0.02% 276
2021
Q1 		$99K Buy
+1,065
New +$102K 0.02% 276

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return