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

Lenox 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
2022 Q1	$65K	Hold	668	–	–	0.01%	219
2021 Q4	$60K	Hold	668	–	–	0.01%	233
2021 Q3	$58K	Hold	668	–	–	0.01%	217
2021 Q2	$64K	Buy	+668	New	+$66K	0.01%	205

Other funds holding GLTR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSIA

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

Lenox Wealth Advisors's GLTR Position: Q1 2022 in Review

Lenox Wealth Advisors held its abrdn Physical Precious Metals Basket Shares ETF (GLTR) position steady in Q1 2022 at 668 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #219.

Lenox Wealth Advisors first reported a position in GLTR in Q2 2021 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold GLTR as of Q1 2022.

Lenox Wealth Advisors held 668 shares of abrdn Physical Precious Metals Basket Shares ETF worth $65K as of Q1 2022.
Lenox Wealth Advisors left its abrdn Physical Precious Metals Basket Shares ETF share count unchanged in Q1 2022.
abrdn Physical Precious Metals Basket Shares ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #219 holding.
Lenox Wealth Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2021 and has held it in 4 quarters since.
119 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.