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Briaud Financial Planning’s Rockwell Medical RMTI Stock Holding History

Briaud Financial Planning’s Portfolio RMTI Stock Details RMTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-550
Closed -$4K – 273
2025
Q2 		$4K Buy
+550
New +$5.61K ﹤0.01% 300

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GCP
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State Street
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HighTower Advisors
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
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PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Briaud Financial Planning's RMTI Position: Q3 2025 in Review

Briaud Financial Planning sold out of Rockwell Medical (RMTI) in Q3 2025, closing a stake of 550 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in RMTI in Q2 2025 and held it in 1 quarter. The position peaked at $4K in Q2 2025. 36 funds tracked by Wall St. Rank hold RMTI as of Q3 2025.

  • Briaud Financial Planning reported no remaining Rockwell Medical position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 550 Rockwell Medical shares in Q3 2025, an estimated $4K.
  • Briaud Financial Planning first reported a position in Rockwell Medical in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Rockwell Medical position peaked at $4K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held Rockwell Medical as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.