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

Tradition 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
2023 Q4	–	Sell	-400	Closed	-$3K	–	1344
2023 Q3	$3K	Hold	400	–	–	﹤0.01%	1325
2023 Q2	$3K	Hold	400	–	–	﹤0.01%	1350
2023 Q1	$4K	Hold	400	–	–	﹤0.01%	1219
2022 Q4	$4K	Hold	400	–	–	﹤0.01%	1093
2022 Q3	$3K	Hold	400	–	–	﹤0.01%	1158
2022 Q2	$3K	Hold	400	–	–	﹤0.01%	1051
2022 Q1	$4K	Hold	400	–	–	﹤0.01%	1079
2021 Q4	$4K	Hold	400	–	–	﹤0.01%	1098
2021 Q3	$4K	Hold	400	–	–	﹤0.01%	1090
2021 Q2	$4K	Buy	+400	New	+$4.42K	﹤0.01%	1108

Other funds holding PPLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

CPH

C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Tradition Wealth Management's PPLT Position: Q4 2023 in Review

Tradition Wealth Management sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2023, closing a stake of 400 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in PPLT in Q2 2021 and held it in 10 quarters. The position peaked at $4K in Q1 2023. 109 funds tracked by Wall St. Rank hold PPLT as of Q4 2023.

Tradition Wealth Management reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 400 abrdn Physical Platinum Shares ETF shares in Q4 2023, an estimated $3K.
Tradition Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q2 2021 and held it in 10 quarters.
Tradition Wealth Management's abrdn Physical Platinum Shares ETF position peaked at $4K in Q1 2023.
109 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.