Impact Partnership Wealth, LLC Abrdn Precious Metals Basket ETF Trust Transaction History

Impact Partnership Wealth, LLC

$381 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	SELL	$84.15 - $91.44 $168 - $182	-2 Reduced 0.37%	541 $45.5 Million
Q2 2023 Jul 17, 2023	BUY	$86.12 - $95.57 $46,763 - $51,894	543 New	543 $47.1 Million

Others Institutions Holding GLTR

# of Institutions

153

Shares Held

4.18M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

355K
Shares

$40.8 Million
0.0% of portfolio
Cullen/Frost Bankers, Inc.

335K
Shares

$38.6 Million
0.51% of portfolio
Cape Cod Five Cents Savings Bank Orleans, MA

285K
Shares

$32.7 Million
2.88% of portfolio
Morgan Stanley New York, NY

273K
Shares

$31.4 Million
0.0% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

209K
Shares

$24.1 Million
0.0% of portfolio

About abrdn Precious Metals Basket ETF Trust

Ticker GLTR
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 11,900,000
Market Cap $1.37B

More about GLTR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Impact Partnership Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.