JIC
PPLT

Joel Isaacson & Co’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-500
Closed -$4K – 439
2016
Q4 		$4K Hold
500
– – ﹤0.01% 578
2016
Q3 		$5K Hold
500
– – ﹤0.01% 623
2016
Q2 		$5K Hold
500
– – ﹤0.01% 617
2016
Q1 		$5K Hold
500
– – ﹤0.01% 658
2015
Q4 		$4K Hold
500
– – ﹤0.01% 640
2015
Q3 		$4K Hold
500
– – ﹤0.01% 642
2015
Q2 		$5K Buy
+500
New +$5.46K ﹤0.01% 658

Other funds holding PPLT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return