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Arkadios Wealth Advisors’s GraniteShares Platinum Shares PLTM Stock Holding History

Arkadios Wealth Advisors’s Portfolio PLTM Stock Details PLTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-900
Closed -$9K – 2010
2021
Q2 		$9K Buy
900
+400
+80% +$4.66K ﹤0.01% 1572
2021
Q1 		$5K Buy
+500
New +$5.73K ﹤0.01% 1374

Other funds holding PLTM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Arkadios Wealth Advisors's PLTM Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of GraniteShares Platinum Shares (PLTM) in Q3 2021, closing a stake of 900 shares — an estimated $9K sold.

Arkadios Wealth Advisors first reported a position in PLTM in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 16 funds tracked by Wall St. Rank hold PLTM as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining GraniteShares Platinum Shares position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 900 GraniteShares Platinum Shares shares in Q3 2021, an estimated $9K.
  • Arkadios Wealth Advisors first reported a position in GraniteShares Platinum Shares in Q1 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's GraniteShares Platinum Shares position peaked at $9K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.