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Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.4M 36k 205.60
2025-09-30 $6.5M 39k 165.45
2025-06-30 $5.3M 39k 138.15
2025-03-31 $6.3M 49k 129.47
2024-12-31 $5.7M 52k 109.80
2024-09-30 $5.9M 52k 113.29
2024-06-30 $6.0M 58k 102.98
2024-03-31 $5.8M 60k 95.50
2023-12-31 $5.9M 65k 91.02
2023-09-30 $6.1M 73k 84.15
2023-06-30 $6.5M 75k 86.76
2023-03-31 $3.6M 39k 91.21
2022-12-31 $3.7M 42k 89.23
2022-06-30 $96k 1.1k 85.33
2022-03-31 $47k 485 96.91
2021-12-31 $54k 600 90.00
2021-09-30 $67k 774 86.56
2021-06-30 $72k 744 96.77
2021-03-31 $69k 744 92.74
2020-12-31 $40k 404 99.01
2020-09-30 $29k 307 94.46
2020-06-30 $17k 207 82.13
2019-09-30 $8.0k 115 69.57
2019-06-30 $8.0k 115 69.57
2019-03-31 $7.0k 115 60.87

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Small-cap Etf Etf (VB)
Ishares Core Msci Emerging Market Etf Etf (IEMG)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

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

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

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