PWM
PPLT

Perigon Wealth Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Perigon Wealth Management’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
2024
Q4 		– Sell
-35,660
Closed -$320K – 1086
2024
Q3 		$320K Sell
35,660
-790
-2% -$6.97K 0.01% 765
2024
Q2 		$333K Hold
36,450
– – 0.01% 654
2024
Q1 		$305K Hold
36,450
– – 0.01% 680
2023
Q4 		$332K Hold
36,450
– – 0.01% 619
2023
Q3 		$305K Sell
36,450
-580
-2% -$4.98K 0.01% 587
2023
Q2 		$310K Buy
37,030
+13,730
+59% +$130K 0.01% 598
2023
Q1 		$214K Buy
+23,300
New +$214K 0.01% 650

Other funds holding PPLT

PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.69B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return