Wealth Enhancement Advisory Services
PLG icon

Wealth Enhancement Advisory Services’s Platinum Group Metals PLG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$149K Hold
117,117
– – ﹤0.01% 3838
2026
Q2 		$156K Buy
117,117
+2,629
+2% +$4.4K ﹤0.01% 3685
2026
Q1 		$206K Buy
114,488
+38,433
+51% +$93K ﹤0.01% 3113
2025
Q4 		$202K Buy
+76,055
New +$184K ﹤0.01% 3266

Other funds holding PLG

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Total Wealth Planning & Management
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SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Targeted Financial Services
Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's PLG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services held its Platinum Group Metals (PLG) position steady in Q3 2026 at 117,117 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #3838.

Wealth Enhancement Advisory Services first reported a position in PLG in Q4 2025 and has held it in 4 quarters since. The position peaked at $206K in Q1 2026. 11 funds tracked by Wall St. Rank hold PLG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 117,117 shares of Platinum Group Metals worth $149K as of Q3 2026.
  • Wealth Enhancement Advisory Services left its Platinum Group Metals share count unchanged in Q3 2026.
  • Platinum Group Metals made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3838 holding.
  • Wealth Enhancement Advisory Services first reported a position in Platinum Group Metals in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Platinum Group Metals position peaked at $206K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Platinum Group Metals as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.