AC
PLG

Apella Capital’s Platinum Group Metals PLG Stock Holding History

Apella Capital’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.3K Sell
19,950
-3,050
-13% -$5.11K ﹤0.01% 710
2026
Q1 		$45.5K Buy
23,000
+628
+3% +$1.52K ﹤0.01% 674
2025
Q4 		$52.8K Sell
22,372
-6,928
-24% -$16.7K ﹤0.01% 526
2025
Q3 		$80.9K Buy
29,300
+9,000
+44% +$15.3K ﹤0.01% 469
2025
Q2 		$31.5K Buy
+20,300
New +$27.2K ﹤0.01% 421

Other funds holding PLG

SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM