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Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $157k 1.5k 103.00
2024-03-31 $173k 1.8k 95.52
2023-12-31 $2.0M 22k 91.02
2023-09-30 $2.1M 25k 84.15
2023-06-30 $2.1M 24k 86.76
2023-03-31 $2.2M 24k 91.21

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

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

Bank of America Corporation
Cullen Frost Bankers
Cape Cod Five Cents Savings Bank
Morgan Stanley
Charles Schwab Investment Management
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
LPL Financial
Rockefeller Capital Management
Summit Wealth & Retirement Planning
Strategic Financial Concepts
Bank Of Montreal
Sound Stewardship
IFG Advisory

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