Raymond James Financial Services Advisors’s GraniteShares Platinum Shares PLTM Stock Holding History

Raymond James Financial Services Advisors’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 Q2	–	Sell	-10,336	Closed	-$91.4K	–	3499
2024 Q1	$91.4K	Buy	+10,336	New	+$91.3K	﹤0.01%	3237
2022 Q4	–	Sell	-10,115	Closed	-$85K	–	3351
2022 Q3	$85K	Buy	+10,115	New	+$87.8K	﹤0.01%	3021

Other funds holding PLTM

PWA

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

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

IWM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TFCP

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

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Raymond James Financial Services Advisors's PLTM Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of GraniteShares Platinum Shares (PLTM) in Q2 2024, closing a stake of 10,336 shares — an estimated $91.4K sold.

Raymond James Financial Services Advisors first reported a position in PLTM in Q3 2022 and held it in 2 quarters. The position peaked at $91.4K in Q1 2024. 18 funds tracked by Wall St. Rank hold PLTM as of Q2 2024.

Raymond James Financial Services Advisors reported no remaining GraniteShares Platinum Shares position as of Q2 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 10,336 GraniteShares Platinum Shares shares in Q2 2024, an estimated $91.4K.
Raymond James Financial Services Advisors first reported a position in GraniteShares Platinum Shares in Q3 2022 and held it in 2 quarters.
Raymond James Financial Services Advisors's GraniteShares Platinum Shares position peaked at $91.4K in Q1 2024.
18 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.