Pines Wealth Management »

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

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

Historical chart of Pines 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 Pines Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 46k 165.45
2025-06-30 $6.8M 49k 139.94
2025-03-31 $7.1M 59k 120.69
2024-12-31 $6.9M 61k 113.53

More positions owned by Pines Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Broadcom (AVGO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Pines 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