Plante Moran Financial Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Plante Moran Financial Advisors’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
2025 Q3	–	Sell	-500	Closed	-$6.14K	–	849
2025 Q2	$6.14K	Buy	+500	New	+$4.89K	﹤0.01%	616
2024 Q4	–	Sell	-670	Closed	-$6.02K	–	978
2024 Q3	$6.02K	Buy	+670	New	+$5.92K	﹤0.01%	661
2020 Q3	–	Sell	-74,000	Closed	-$578K	–	920
2020 Q2	$578K	Buy	+74,000	New	+$554K	0.23%	62
2017 Q3	–	Sell	-10,000	Closed	-$88K	–	852
2017 Q2	$88K	Hold	10,000	–	–	0.06%	221
2017 Q1	$91K	Hold	10,000	–	–	0.06%	218
2016 Q4	$86K	Buy	+10,000	New	+$90.5K	0.05%	235

Other funds holding PPLT

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hollencrest Capital Management Newport Beach, California $2.69B AUM 23.62% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return