Summit Wealth Partners, LLC Abrdn Precious Metals Basket ETF Trust Transaction History
Summit Wealth Partners, LLC
- $554 Billion
- Q3 2025
A detailed history of Summit Wealth Partners, LLC transactions in Abrdn Precious Metals Basket ETF Trust stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,667 shares of GLTR stock, worth $1.71 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,667
Previous 6,737
43.49%
Holding current value
$1.71 Million
Previous $931 Million
71.85%
% of portfolio
0.29%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding GLTR
# of Institutions
209Shares Held
5.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY520KShares$91.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA421KShares$74.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC379KShares$66.9 Million0.0% of portfolio
-
Cape Cod Five Cents Savings Bank Orleans, MA275KShares$48.6 Million3.9% of portfolio
-
Lpl Financial LLC Fort Mill, SC273KShares$48.1 Million0.01% of portfolio
About abrdn Precious Metals Basket ETF Trust
- Ticker GLTR
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 11,900,000
- Market Cap $2.1B