MFT
GLTR icon

Moisand Fitzgerald Tamayo’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q1 		– Sell
-71
Closed -$6.33K – 788
2022
Q4 		$6.33K Hold
71
– – ﹤0.01% 372
2022
Q3 		$6K Hold
71
– – ﹤0.01% 337
2022
Q2 		$6K Buy
+71
New +$6.45K ﹤0.01% 309
2022
Q1 		– Sell
-71
Closed -$6K – 557
2021
Q4 		$6K Hold
71
– – ﹤0.01% 287
2021
Q3 		$6K Hold
71
– – ﹤0.01% 278
2021
Q2 		$7K Hold
71
– – ﹤0.01% 291
2021
Q1 		$7K Sell
71
-22
-24% -$2.1K ﹤0.01% 239
2020
Q4 		$9K Buy
93
+22
+31% +$2.09K ﹤0.01% 220
2020
Q3 		$7K Buy
+71
New +$6.76K ﹤0.01% 218

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return