Wealthsource Partners, LLC

SEC CIK: 0001674623
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

PPLT holding history

abrdn Platinum ETF Trust in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PPLT overview All 13F holders of PPLT Full Q4 2023 holdings

Shares (Q4 2023): 5,100
Value: $464.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2023

Holdings of PPLT by Wealthsource Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	5,100	$464.9K	<0.1%	−1,942−27.6%	Reduced	Holders
Q3 2023	7,042	$588.9K	<0.1%	−80−1.1%	Reduced	Holders
Q2 2023	7,122	$595.8K	<0.1%	+7,122	New	Holders