MAI Wealth Advisors »

Etfs Physical Platinum shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Etfs Physical Platinum (PPLT) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Etfs Physical Platinum

Tip: Access up to 7 years of quarterly data

All positions including Etfs Physical Platinum held by MAI Wealth Advisors 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 Physical Platinum by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $70k 492 142.88
2025-06-30 $45k 367 122.87
2025-03-31 $9.5k 104 91.38
2024-12-31 $8.6k 104 83.06

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Etfs Physical Platinum

Jane Street
Central Trust & Investment
Susquehanna International
PenderFund Capital Management
Morgan Stanley
Citadel Advisors
Hollencrest Securities
LPL Financial
UBS Group
Wolverine Trading
Belvedere Trading
Money Design
Prospector Partners
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Etfs Physical Platinum