Summit Wealth & Retirement Planning, Inc. Abrdn Precious Metals Basket ETF Trust Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
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 139,617 shares of GLTR stock, worth $17 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
139,617
Previous 134,886
3.51%
Holding current value
$17 Million
Previous $12.9 Million
11.61%
% of portfolio
5.11%
Previous 4.8%
Shares
22 transactions
Others Institutions Holding GLTR
# of Institutions
150Shares Held
4.65MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL502KShares$61.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC355KShares$43.2 Million0.0% of portfolio
-
Cullen/Frost Bankers, Inc.335KShares$40.8 Million0.51% of portfolio
-
Cape Cod Five Cents Savings Bank Orleans, MA285KShares$34.6 Million2.88% of portfolio
-
Morgan Stanley New York, NY273KShares$33.3 Million0.0% of portfolio
About abrdn Precious Metals Basket ETF Trust
- Ticker GLTR
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 11,900,000
- Market Cap $1.45B