TWPM
AWP

Total Wealth Planning & Management’s abrdn Global Premier Properties Fund AWP Stock Holding History

Total Wealth Planning & Management’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Buy
+28,725
New +$338K 0.23% 149

Other funds holding AWP

NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Total Wealth Planning & Management's AWP Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in abrdn Global Premier Properties Fund (AWP) in Q2 2026: 28,725 shares worth $340K. The stake represents 0.23% of the portfolio and ranks #149 among its holdings.

33 funds tracked by Wall St. Rank hold AWP as of Q2 2026.

  • Total Wealth Planning & Management held 28,725 shares of abrdn Global Premier Properties Fund worth $340K as of Q2 2026.
  • abrdn Global Premier Properties Fund was a new Total Wealth Planning & Management position in Q2 2026.
  • abrdn Global Premier Properties Fund made up 0.23% of Total Wealth Planning & Management's portfolio in Q2 2026, its #149 holding.
  • 33 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.