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 147 institutions that hold shares in the stock, with a total of 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $261 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
100
shares
|
$8,983
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
86
shares
|
$7,725
0.0% of portfolio
|
Q1 2025
Reduced 60.37%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
76
shares
|
$6,827
0.0% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
67
shares
|
$6,018
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
65
shares
|
$5,838
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
59
shares
|
$5,299
0.0% of portfolio
|
Q3 2022
Added 47.5%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
50
shares
|
$4,491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
38
shares
|
$3,413
0.0% of portfolio
|
Q4 2024
Reduced 85.27%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
36
shares
|
$3,233
0.0% of portfolio
|
Q1 2025
Reduced 23.4%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
30
shares
|
$2,694
0.0% of portfolio
|
Q3 2024
Added 87.5%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12
shares
|
$1,077
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
10
shares
|
$898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
9
shares
|
$808
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$89
0.0% of portfolio
|
Q1 2024
Reduced 98.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|