Total Wealth Planning & Management, Inc.
Position in PALL — abrdn Palladium ETF Trust
CIK 2058383
Ponte Vedra Beach, FL
Position in PALL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$86,456
-$6,965 QoQ
Shares Held
3,209
-0.1% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PALL Over Time
Shares Held
Position Value (USD)
All Filings in PALL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,456 | 3,209 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $93,421 | 3,213 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||