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Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf (GLTR) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf

Tip: Access up to 7 years of quarterly data

All positions including Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 29k 165.45
2025-06-30 $4.0M 29k 138.15
2025-03-31 $3.8M 29k 129.47
2024-12-31 $3.1M 28k 109.80

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf

Morgan Stanley
Wells Fargo & Company
Cape Cod Five Cents Savings Bank
LPL Financial
Northwestern Mutual Wealth Management Company
Colony
Wealth Enhancement Advisory Services
Cullen Frost Bankers
Sequoia Financial Advisors
Summit Wealth & Retirement Planning
Rockefeller Capital Management
Wealthfront Advisers
Ameriprise Financial
Paul R. Ried Financial Group
Commonwealth Equity Services

View all funds holding Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf