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Leo Wealth LLC’s GraniteShares Platinum Shares PLTM Stock Holding History

Leo Wealth 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
2024
Q1 		– Sell
-67,832
Closed -$655K – 345
2023
Q4 		$655K Buy
+67,832
New +$604K 0.07% 176

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Envestnet Asset Management
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TFCP
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VCWA
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Susquehanna International Group
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Leo Wealth LLC's PLTM Position: Q1 2024 in Review

Leo Wealth LLC sold out of GraniteShares Platinum Shares (PLTM) in Q1 2024, closing a stake of 67,832 shares — an estimated $655K sold.

Leo Wealth LLC first reported a position in PLTM in Q4 2023 and held it in 1 quarter. The position peaked at $655K in Q4 2023. 22 funds tracked by Wall St. Rank hold PLTM as of Q1 2024.

  • Leo Wealth LLC reported no remaining GraniteShares Platinum Shares position as of Q1 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 67,832 GraniteShares Platinum Shares shares in Q1 2024, an estimated $655K.
  • Leo Wealth LLC first reported a position in GraniteShares Platinum Shares in Q4 2023 and held it in 1 quarter.
  • Leo Wealth LLC's GraniteShares Platinum Shares position peaked at $655K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2024.

Based on Leo Wealth LLC's 13F filing for Q1 2024, filed 9 May 2024.