Dynamic Advisor Solutions
PLG icon

Dynamic Advisor Solutions’s Platinum Group Metals PLG Stock Holding History

Dynamic Advisor 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
2026
Q3 		$15.2K Sell
12,062
-2,535
-17% -$3.56K ﹤0.01% 1027
2026
Q2 		$19.7K Buy
14,597
+2,967
+26% +$4.97K ﹤0.01% 1044
2026
Q1 		$20.6K Sell
11,630
-1,575
-12% -$3.81K ﹤0.01% 958
2025
Q4 		$31.2K Buy
+13,205
New +$31.9K ﹤0.01% 927

Other funds holding PLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Targeted Financial Services
Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Dynamic Advisor Solutions's PLG Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Platinum Group Metals (PLG) stake by 17% in Q3 2026, selling an estimated $3.56K and leaving 12,062 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Dynamic Advisor Solutions first reported a position in PLG in Q4 2025 and has held it in 4 quarters since. The position peaked at $31.2K in Q4 2025. 11 funds tracked by Wall St. Rank hold PLG as of Q3 2026.

  • Dynamic Advisor Solutions held 12,062 shares of Platinum Group Metals worth $15.2K as of Q3 2026.
  • Dynamic Advisor Solutions sold 2,535 Platinum Group Metals shares in Q3 2026, an estimated $3.56K.
  • Platinum Group Metals made up ﹤0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #1027 holding.
  • Dynamic Advisor Solutions first reported a position in Platinum Group Metals in Q4 2025 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's Platinum Group Metals position peaked at $31.2K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Platinum Group Metals as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.