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

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

Historical chart of Summit 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 Summit 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 9.7k 165.45
2025-06-30 $931k 6.7k 138.15
2025-03-31 $213k 1.6k 129.47

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Brown & Brown (BRO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Summit Wealth Partners

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