Atria Wealth Solutions’s Platinum Group Metals PLG Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$36K	Buy	23,500 +2,000	+9%	+$2.68K	﹤0.01%	1453
2025 Q1	$26.6K	Hold	21,500	–	–	﹤0.01%	1840
2024 Q4	$27.3K	Hold	21,500	–	–	﹤0.01%	1954
2024 Q3	$30.7K	Hold	21,500	–	–	﹤0.01%	1902
2024 Q2	$36.5K	Hold	21,500	–	–	﹤0.01%	1899
2024 Q1	$25.2K	Hold	21,500	–	–	﹤0.01%	1940
2023 Q4	$24.5K	Hold	21,500	–	–	﹤0.01%	1909
2023 Q3	$24.3K	Sell	21,500 -15,000	-41%	-$19.3K	﹤0.01%	1840
2023 Q2	$51.8K	Hold	36,500	–	–	﹤0.01%	1814
2023 Q1	$52.2K	Buy	+36,500	New	+$55.4K	﹤0.01%	1803

Other funds holding PLG

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Atria Wealth Solutions's PLG Position: Q2 2025 in Review

Atria Wealth Solutions increased its Platinum Group Metals (PLG) stake by 9.3% in Q2 2025, buying an estimated $2.68K and bringing the position to 23,500 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Atria Wealth Solutions first reported a position in PLG in Q1 2023 and has held it in 10 quarters since. The position peaked at $52.2K in Q1 2023. 55 funds tracked by Wall St. Rank hold PLG as of Q2 2025.

Atria Wealth Solutions held 23,500 shares of Platinum Group Metals worth $36K as of Q2 2025.
Atria Wealth Solutions bought 2,000 Platinum Group Metals shares in Q2 2025, an estimated $2.68K.
Platinum Group Metals made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1453 holding.
Atria Wealth Solutions first reported a position in Platinum Group Metals in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Platinum Group Metals position peaked at $52.2K in Q1 2023.
55 funds tracked by Wall St. Rank held Platinum Group Metals as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.