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Vanguard Capital Wealth Advisors’s GraniteShares Platinum Shares PLTM Stock Holding History

Vanguard Capital Wealth 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
Q3 		– Sell
-15,200
Closed -$147K – 148
2024
Q2 		$147K Sell
15,200
-2,100
-12% -$20K 0.1% 124
2024
Q1 		$153K Hold
17,300
– – 0.11% 135
2023
Q4 		$167K Buy
+17,300
New +$154K 0.14% 125

Other funds holding PLTM

PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Capital Wealth Advisors's PLTM Position: Q3 2024 in Review

Vanguard Capital Wealth Advisors sold out of GraniteShares Platinum Shares (PLTM) in Q3 2024, closing a stake of 15,200 shares — an estimated $147K sold.

Vanguard Capital Wealth Advisors first reported a position in PLTM in Q4 2023 and held it in 3 quarters. The position peaked at $167K in Q4 2023. 19 funds tracked by Wall St. Rank hold PLTM as of Q3 2024.

  • Vanguard Capital Wealth Advisors reported no remaining GraniteShares Platinum Shares position as of Q3 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 15,200 GraniteShares Platinum Shares shares in Q3 2024, an estimated $147K.
  • Vanguard Capital Wealth Advisors first reported a position in GraniteShares Platinum Shares in Q4 2023 and held it in 3 quarters.
  • Vanguard Capital Wealth Advisors's GraniteShares Platinum Shares position peaked at $167K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q3 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.