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Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners 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 Concord Wealth Partners 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 Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 153 91.02
2023-09-30 $13k 153 84.16
2023-06-30 $13k 153 86.76
2023-03-31 $14k 153 91.21
2022-12-31 $14k 153 89.23
2022-06-30 $13k 153 84.97

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NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

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

Bank of America Corporation
Cullen Frost Bankers
Wells Fargo & Company
Cape Cod Five Cents Savings Bank
Wealth Enhancement Advisory Services
Charles Schwab Investment Advisory
Global Assets Advisory
Rockefeller Capital Management
Summit Wealth & Retirement Planning
Sound Stewardship
IFG Advisory
Peak Financial Management
Solitude Financial Services
Courage Miller Partners
Captrust Financial Advisors

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