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

Transamerica 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
2018 Q1	–	Sell	-6	Closed	-$1K	–	464
2017 Q4	$1K	Hold	6	–	–	﹤0.01%	353
2017 Q3	$1K	Hold	6	–	–	﹤0.01%	350
2017 Q2	$1K	Sell	6 -35	-85%	-$2.2K	﹤0.01%	322
2017 Q1	$3K	Hold	41	–	–	﹤0.01%	270
2016 Q4	$3K	Sell	41 -4,134	-99%	-$252K	﹤0.01%	275
2016 Q3	$279K	Buy	+4,175	New	+$282K	0.03%	216

Other funds holding GLTR

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return