APW
PLG

Aventura Private Wealth’s Platinum Group Metals PLG Stock Holding History

Aventura Private Wealth’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 		$1.19K Hold
880
– – ﹤0.01% 878
2026
Q1 		$1.56K Hold
880
– – ﹤0.01% 765
2025
Q4 		$2.08K Hold
880
– – ﹤0.01% 681
2025
Q3 		$2.33K Hold
880
– – ﹤0.01% 662
2025
Q2 		$1.35K Hold
880
– – ﹤0.01% 665
2025
Q1 		$1.09K Hold
880
– – ﹤0.01% 654
2024
Q4 		$1.13K Buy
+880
New +$1.41K ﹤0.01% 624

Other funds holding PLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Aventura Private Wealth's PLG Position: Q2 2026 in Review

Aventura Private Wealth held its Platinum Group Metals (PLG) position steady in Q2 2026 at 880 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Aventura Private Wealth first reported a position in PLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33K in Q3 2025. 8 funds tracked by Wall St. Rank hold PLG as of Q2 2026.

  • Aventura Private Wealth held 880 shares of Platinum Group Metals worth $1.19K as of Q2 2026.
  • Aventura Private Wealth left its Platinum Group Metals share count unchanged in Q2 2026.
  • Platinum Group Metals made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #878 holding.
  • Aventura Private Wealth first reported a position in Platinum Group Metals in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Platinum Group Metals position peaked at $2.33K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Platinum Group Metals as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.