SUMMIT WEALTH & RETIREMENT PLANNING, INC. GLTR Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s abrdn Physical Precious Metals Basket Shares ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 148,754.00 shares of abrdn Physical Precious Metals Basket Shares ETF(GLTR), totaling $19.26 Mil. This investment constitutes 5.9% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 1.47% of the outstanding abrdn Physical Precious Metals Basket Shares ETF(GLTR) stock.
The initial trade took place in 2020Q2. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 18 purchases of GLTR, at an average price of $87.04, for a total of 164,015.00 shares. In addition, there have been 1 sales at an average price of $84.48 for 15,261.00 shares. Based on historical transaction data and GLTR's current price of $142.86, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his GLTR holdings is $8.26 Mil, reflecting a 57.90% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. GLTR ($142.86) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. GLTR ($142.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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