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WMG Financial Advisors, LLC → PPLT
WMG Financial Advisors, LLC PPLT Position History
abrdn Physical Platinum Shares ETF • Basic Materials
Quarters held
5
Latest value
$7K
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q2 2026 | $382K |
| Q2 2026 | $7K |
| Q3 2026 | $382K |
| Q3 2026 | $7K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7K | 500 | — | — |
| Q3 2026 | $382K | 27.0K | — | — |
| Q2 2026 | $7K | 500 | — | — |
| Q2 2026 | $382K | 27.0K | — | — |
| Q4 2025 | $1.1M | 5.9K | — | — |