Total Wealth Planning & Management, Inc.
Position in PALL — abrdn Palladium ETF Trust
CIK 2058383
Ponte Vedra Beach, FL
Position in PALL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$284,059
-$148,225 QoQ
Shares Held
12,865
-19.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#51
of 113 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PALL Over Time
Shares Held
Position Value (USD)
All Filings in PALL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,059 | 12,865 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $432,284 | 3,209 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $467,105 | 3,213 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||