Plante Moran Financial Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Plante Moran Financial 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	–	Sell	-90	Closed	-$8K	–	877
2021 Q4	$8K	Buy	+90	New	+$8.02K	﹤0.01%	722
2021 Q2	–	Sell	-431	Closed	-$40K	–	998
2021 Q1	$40K	Buy	+431	New	+$41.2K	0.01%	408

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

Plante Moran Financial Advisors's GLTR Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2022, closing a stake of 90 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in GLTR in Q1 2021 and held it in 2 quarters. The position peaked at $40K in Q1 2021. 119 funds tracked by Wall St. Rank hold GLTR as of Q1 2022.

Plante Moran Financial Advisors reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 90 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2022, an estimated $8K.
Plante Moran Financial Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2021 and held it in 2 quarters.
Plante Moran Financial Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $40K in Q1 2021.
119 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.