Institutional Ownership Abrdn Platinum ETF Trust (PPLT)
This table provides information about the institutional ownership of Abrdn Platinum ETF Trust (PPLT). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 2.3 Million shares, which have been reported (via 13F filing form) to have a value of $210 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
217
shares
|
$19,848
0.0% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
206
shares
|
$18,842
0.0% of portfolio
|
Q3 2023
New holding
|
|
Founders Capital Management
|
Apr 10, 2024 Q1 2024 |
200
shares
|
$18,294
0.01% of portfolio
|
Q3 2022
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
200
shares
|
$18,294
0.0% of portfolio
|
Q4 2023
Reduced 36.91%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$18,294
0.03% of portfolio
|
Q2 2022
New holding
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
200
shares
|
$18,294
0.0% of portfolio
|
Q4 2021
New holding
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
130
shares
|
$11,891
0.0% of portfolio
|
Q1 2022
New holding
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
125
shares
|
$11,433
0.0% of portfolio
|
Q1 2024
Reduced 13.79%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
112
shares
|
$10,244
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
75
shares
|
$6,860
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 15, 2024 Q1 2024 |
67
shares
|
$6,128
0.0% of portfolio
|
Q4 2021
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
59
shares
|
$5,396
0.0% of portfolio
|
Q3 2022
Added 47.5%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
51
shares
|
$4,664
0.0% of portfolio
|
Q1 2022
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
49
shares
|
$4,482
0.0% of portfolio
|
Q1 2023
Reduced 23.44%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
25
shares
|
$2,286
0.0% of portfolio
|
Q1 2023
New holding
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
24
shares
|
$2,195
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
12
shares
|
$1,097
0.0% of portfolio
|
Q3 2022
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
4
shares
|
$365
0.0% of portfolio
|
Q2 2023
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1
shares
|
$91
0.0% of portfolio
|
Q1 2024
Reduced 98.59%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|