Guidant Wealth Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$20K	Hold	274	–	–	0.01%	225
2019 Q2	$19K	Hold	274	–	–	0.01%	227
2019 Q1	$17K	Hold	274	–	–	0.01%	231
2018 Q4	$17K	Buy	+274	New	+$16.5K	0.01%	176
2018 Q3	–	Sell	-274	Closed	-$16K	–	241
2018 Q2	$16K	Hold	274	–	–	0.01%	127
2018 Q1	$17K	Hold	274	–	–	0.01%	125
2017 Q4	$18K	Hold	274	–	–	0.01%	123
2017 Q3	$17K	Hold	274	–	–	0.01%	131
2017 Q2	$16K	Hold	274	–	–	0.01%	172
2017 Q1	$17K	Hold	274	–	–	0.01%	144
2016 Q4	$17K	Hold	274	–	–	0.01%	132
2016 Q3	$17K	Buy	+274	New	+$18.5K	0.01%	130

Other funds holding GLTR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return

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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Guidant Wealth Advisors's GLTR Position: Q3 2019 in Review

Guidant Wealth Advisors held its abrdn Physical Precious Metals Basket Shares ETF (GLTR) position steady in Q3 2019 at 274 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #225.

Guidant Wealth Advisors first reported a position in GLTR in Q3 2016 and has held it in 12 quarters since. 52 funds tracked by Wall St. Rank hold GLTR as of Q3 2019.

Guidant Wealth Advisors held 274 shares of abrdn Physical Precious Metals Basket Shares ETF worth $20K as of Q3 2019.
Guidant Wealth Advisors left its abrdn Physical Precious Metals Basket Shares ETF share count unchanged in Q3 2019.
abrdn Physical Precious Metals Basket Shares ETF made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #225 holding.
Guidant Wealth Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2016 and has held it in 12 quarters since.
52 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.