Legacy Wealth Management (Idaho)’s GraniteShares Platinum Shares PLTM Stock Holding History

Legacy Wealth Management (Idaho)’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
2026 Q1	$2.14K	Buy	+113	New	+$2.39K	﹤0.01%	766

Other funds holding PLTM

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PLTM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in GraniteShares Platinum Shares (PLTM) in Q1 2026: 113 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings.

53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

Legacy Wealth Management (Idaho) held 113 shares of GraniteShares Platinum Shares worth $2.14K as of Q1 2026.
GraniteShares Platinum Shares was a new Legacy Wealth Management (Idaho) position in Q1 2026.
GraniteShares Platinum Shares made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #766 holding.
53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.