Financial Advocates Investment Management’s GraniteShares Platinum Shares PLTM Stock Holding History

Financial Advocates Investment Management’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	-10,058	Closed	-$88.7K	–	772
2023 Q3	$88.7K	Hold	10,058	–	–	0.01%	678
2023 Q2	$88.9K	Sell	10,058 -900	-8%	-$9.01K	0.01%	675
2023 Q1	$106K	Sell	10,958 -18	-0.2%	-$175	0.01%	711
2022 Q4	$115K	Sell	10,976 -51	-0.5%	-$486	0.01%	712
2022 Q3	$93K	Hold	11,027	–	–	0.01%	723
2022 Q2	$97K	Hold	11,027	–	–	0.01%	656
2022 Q1	$107K	Hold	11,027	–	–	0.01%	708
2021 Q4	$104K	Hold	11,027	–	–	0.01%	750
2021 Q3	$105K	Buy	+11,027	New	+$111K	0.01%	724

Other funds holding PLTM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Financial Advocates Investment Management's PLTM Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of GraniteShares Platinum Shares (PLTM) in Q4 2023, closing a stake of 10,058 shares — an estimated $88.7K sold.

Financial Advocates Investment Management first reported a position in PLTM in Q3 2021 and held it in 9 quarters. The position peaked at $115K in Q4 2022. 26 funds tracked by Wall St. Rank hold PLTM as of Q4 2023.

Financial Advocates Investment Management reported no remaining GraniteShares Platinum Shares position as of Q4 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 10,058 GraniteShares Platinum Shares shares in Q4 2023, an estimated $88.7K.
Financial Advocates Investment Management first reported a position in GraniteShares Platinum Shares in Q3 2021 and held it in 9 quarters.
Financial Advocates Investment Management's GraniteShares Platinum Shares position peaked at $115K in Q4 2022.
26 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.