Patriot Financial Group Insurance Agency’s GraniteShares Platinum Shares PLTM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,000	Closed	-$9K	–	1531
2022 Q2	$9K	Hold	1,000	–	–	﹤0.01%	1307
2022 Q1	$10K	Hold	1,000	–	–	﹤0.01%	1371
2021 Q4	$9K	Hold	1,000	–	–	﹤0.01%	1538
2021 Q3	$10K	Hold	1,000	–	–	﹤0.01%	1491
2021 Q2	$11K	Hold	1,000	–	–	﹤0.01%	1419
2021 Q1	$12K	Buy	+1,000	New	+$11.5K	﹤0.01%	1303

Other funds holding PLTM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

CAN

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's PLTM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of GraniteShares Platinum Shares (PLTM) in Q3 2022, closing a stake of 1,000 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in PLTM in Q1 2021 and held it in 6 quarters. The position peaked at $12K in Q1 2021. 24 funds tracked by Wall St. Rank hold PLTM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining GraniteShares Platinum Shares position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,000 GraniteShares Platinum Shares shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in GraniteShares Platinum Shares in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's GraniteShares Platinum Shares position peaked at $12K in Q1 2021.
24 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.