Carson Wealth (CWM LLC)
PLTM icon

Carson Wealth (CWM LLC)’s GraniteShares Platinum Shares PLTM Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q4 		– Sell
-2,190
Closed -$19K – 4431
2023
Q3 		$19K Hold
2,190
– – ﹤0.01% 2722
2023
Q2 		$19K Hold
2,190
– – ﹤0.01% 2688
2023
Q1 		$21K Hold
2,190
– – ﹤0.01% 2477
2022
Q4 		$23K Hold
2,190
– – ﹤0.01% 2271
2022
Q3 		$18K Hold
2,190
– – ﹤0.01% 2299
2022
Q2 		$19K Hold
2,190
– – ﹤0.01% 2153
2022
Q1 		$21K Buy
+2,190
New +$22.1K ﹤0.01% 2063

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Bank of Montreal
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LWL
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PLTM Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of GraniteShares Platinum Shares (PLTM) in Q4 2023, closing a stake of 2,190 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in PLTM in Q1 2022 and held it in 7 quarters. The position peaked at $23K in Q4 2022. 26 funds tracked by Wall St. Rank hold PLTM as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining GraniteShares Platinum Shares position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,190 GraniteShares Platinum Shares shares in Q4 2023, an estimated $19K.
  • Carson Wealth (CWM LLC) first reported a position in GraniteShares Platinum Shares in Q1 2022 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s GraniteShares Platinum Shares position peaked at $23K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.