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RWA Wealth Partners’s GraniteShares Platinum Shares PLTM Stock Holding History

RWA Wealth Partners’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
Q4 		– Sell
-13,049
Closed -$124K – 587
2024
Q3 		$124K Buy
+13,049
New +$122K ﹤0.01% 551

Other funds holding PLTM

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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

RWA Wealth Partners's PLTM Position: Q4 2024 in Review

RWA Wealth Partners sold out of GraniteShares Platinum Shares (PLTM) in Q4 2024, closing a stake of 13,049 shares — an estimated $124K sold.

RWA Wealth Partners first reported a position in PLTM in Q3 2024 and held it in 1 quarter. The position peaked at $124K in Q3 2024. 19 funds tracked by Wall St. Rank hold PLTM as of Q4 2024.

  • RWA Wealth Partners reported no remaining GraniteShares Platinum Shares position as of Q4 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 13,049 GraniteShares Platinum Shares shares in Q4 2024, an estimated $124K.
  • RWA Wealth Partners first reported a position in GraniteShares Platinum Shares in Q3 2024 and held it in 1 quarter.
  • RWA Wealth Partners's GraniteShares Platinum Shares position peaked at $124K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q4 2024.

Based on RWA Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.