Summit Wealth & Retirement Planning, Inc. Abrdn Precious Metals Basket ETF Trust Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Abrdn Precious Metals Basket ETF Trust stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 151,260 shares of GLTR stock, worth $26.7 Million. This represents 6.44% of its overall portfolio holdings.

Number of Shares
151,260
Previous 151,650 0.26%
Holding current value
$26.7 Million
Previous $21 Million 19.45%
% of portfolio
6.44%
Previous 5.88%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$138.31 - $165.45 $53,940 - $64,525
-390 Reduced 0.26%
151,260 $25 Million
Q2 2025

Aug 06, 2025
BUY
$120.49 - $141.16 $348,939 - $408,799
2,896 Added 1.95%
151,650 $21 Million
Q1 2025

May 05, 2025
BUY
$111.19 - $129.47 $273,638 - $318,625
2,461 Added 1.68%
148,754 $19.3 Million
Q4 2024

Jan 28, 2025
BUY
$109.14 - $121.63 $101,609 - $113,237
931 Added 0.64%
146,293 $16.1 Million
Q3 2024

Nov 01, 2024
BUY
$101.06 - $115.49 $580,589 - $663,490
5,745 Added 4.11%
145,362 $16.5 Million
Q2 2024

Aug 06, 2024
BUY
$96.34 - $109.03 $455,784 - $515,820
4,731 Added 3.51%
139,617 $14.4 Million
Q1 2024

May 09, 2024
BUY
$85.54 - $95.5 $153,031 - $170,849
1,789 Added 1.34%
134,886 $12.9 Million
Q4 2023

Feb 01, 2024
BUY
$81.48 - $92.3 $43,510 - $49,288
534 Added 0.4%
133,097 $12.1 Million
Q3 2023

Oct 25, 2023
BUY
$84.15 - $91.44 $513,315 - $557,784
6,100 Added 4.82%
132,563 $11.2 Million
Q2 2023

Jul 26, 2023
BUY
$86.12 - $95.57 $172,240 - $191,140
2,000 Added 1.61%
126,463 $11 Million
Q1 2023

May 11, 2023
BUY
$82.11 - $92.31 $2.85 Million - $3.21 Million
34,755 Added 38.74%
124,463 $11.4 Million
Q4 2022

Feb 09, 2023
SELL
$78.88 - $89.47 $1.2 Million - $1.37 Million
-15,261 Reduced 14.54%
89,708 $8.01 Million
Q3 2022

Nov 10, 2022
BUY
$78.71 - $87.62 $13,459 - $14,983
171 Added 0.16%
104,969 $8.52 Million
Q2 2022

Aug 02, 2022
BUY
$85.33 - $99.34 $380,145 - $442,559
4,455 Added 4.44%
104,798 $8.94 Million
Q1 2022

May 12, 2022
SELL
$87.08 - $106.86 $111,636 - $136,994
-1,282 Reduced 1.26%
100,343 $9.64 Million
Q4 2021

Feb 03, 2022
BUY
$84.85 - $94.5 $930,380 - $1.04 Million
10,965 Added 12.09%
101,625 $9.09 Million
Q3 2021

Nov 12, 2021
BUY
$84.6 - $98.65 $630,946 - $735,731
7,458 Added 8.96%
90,660 $7.84 Million
Q2 2021

Aug 13, 2021
BUY
$93.96 - $103.46 $18,040 - $19,864
192 Added 0.23%
83,202 $8.03 Million
Q1 2021

May 10, 2021
BUY
$90.83 - $101.84 $915,475 - $1.03 Million
10,079 Added 13.82%
83,010 $7.69 Million
Q4 2020

Feb 09, 2021
BUY
$90.77 - $99.23 $23,418 - $25,601
258 Added 0.36%
72,931 $7.22 Million
Q3 2020

Nov 10, 2020
BUY
$82.72 - $104.83 $4,797 - $6,080
58 Added 0.08%
72,673 $6.83 Million
Q2 2020

Aug 13, 2020
BUY
$74.44 - $83.53 $118,508 - $132,979
1,592 Added 2.24%
72,615 $6.07 Million
Q1 2020

May 11, 2020
SELL
$65.3 - $85.13 $452,137 - $589,440
-6,924 Reduced 8.88%
71,023 $5.33 Million
Q4 2019

Feb 10, 2020
BUY
$71.82 - $76.4 $61,621 - $65,551
858 Added 1.11%
77,947 $5.96 Million
Q3 2019

Nov 12, 2019
BUY
$67.19 - $77.41 $282,130 - $325,044
4,199 Added 5.76%
77,089 $5.6 Million
Q2 2019

Aug 06, 2019
BUY
$61.86 - $68.38 $2.23 Million - $2.46 Million
36,011 Added 97.65%
72,890 $4.96 Million
Q1 2019

May 08, 2019
BUY
$63.21 - $66.67 $2.33 Million - $2.46 Million
36,879 New
36,879 $2.35 Million

Others Institutions Holding GLTR

# of Institutions
209
Shares Held
5.49M
Call Options Held
0
Put Options Held
0
View Full List

About abrdn Precious Metals Basket ETF Trust

GLTR Quotes by TradingView
  • Ticker GLTR
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 11,900,000
  • Market Cap $2.1B
More about GLTR
Track This Portfolio

Track Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email