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SBL
Sargent Bickham Lagudis’s
abrdn Physical Precious Metals Basket Shares ETF
GLTR
Stock Holding History
Sargent Bickham Lagudis’s Portfolio
GLTR Stock Details
GLTR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$22.2K
Hold
249
–
–
﹤0.01%
583
2022
Q3
$20K
Hold
249
–
–
﹤0.01%
570
2022
Q2
$21K
Hold
249
–
–
﹤0.01%
580
2022
Q1
$24K
Hold
249
–
–
﹤0.01%
577
2021
Q4
$22K
Sell
249
-250
-50%
-$22.3K
﹤0.01%
584
2021
Q3
$43K
Buy
499
+250
+100%
+$23.2K
﹤0.01%
473
2021
Q2
$24K
Hold
249
–
–
﹤0.01%
577
2021
Q1
$23K
Buy
249
+149
+149%
+$14.3K
﹤0.01%
567
2020
Q4
$10K
Hold
100
–
–
﹤0.01%
658
2020
Q3
$9K
Hold
100
–
–
﹤0.01%
610
2020
Q2
$8K
Hold
100
–
–
﹤0.01%
605
2020
Q1
$8K
Hold
100
–
–
﹤0.01%
586
2019
Q4
$8K
Hold
100
–
–
﹤0.01%
634
2019
Q3
$7K
Hold
100
–
–
﹤0.01%
599
2019
Q2
$7K
Hold
100
–
–
﹤0.01%
626
2019
Q1
$6K
Hold
100
–
–
﹤0.01%
673
2018
Q4
$6K
Hold
100
–
–
﹤0.01%
638
2018
Q3
$6K
Hold
100
–
–
﹤0.01%
668
2018
Q2
$6K
Hold
100
–
–
﹤0.01%
646
2018
Q1
$6K
Hold
100
–
–
﹤0.01%
645
2017
Q4
$7K
Hold
100
–
–
﹤0.01%
650
2017
Q3
$6K
Hold
100
–
–
﹤0.01%
676
2017
Q2
$6K
Buy
+100
New
+$6.28K
﹤0.01%
636
Other funds holding GLTR
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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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
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
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland)
Geneva 73, Switzerland
$84.3B AUM
26.5%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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