Wealth Enhancement Advisory Services
PLTM icon

Wealth Enhancement Advisory Services’s GraniteShares Platinum Shares PLTM Stock Holding History

Wealth Enhancement Advisory Services’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
-11,362
Closed -$110K – 2894
2024
Q2 		$110K Hold
11,362
– – ﹤0.01% 2397
2024
Q1 		$100K Hold
11,362
– – ﹤0.01% 2292
2023
Q4 		$110K Hold
11,362
– – ﹤0.01% 2162
2023
Q3 		$100K Buy
+11,362
New +$103K ﹤0.01% 2100

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Envestnet Asset Management
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Cetera Investment Advisers
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IHT Wealth Management
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Twin Focus Capital Partners
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Osaic Holdings
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RWA Wealth Partners
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's PLTM Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of GraniteShares Platinum Shares (PLTM) in Q3 2024, closing a stake of 11,362 shares — an estimated $110K sold.

Wealth Enhancement Advisory Services first reported a position in PLTM in Q3 2023 and held it in 4 quarters. The position peaked at $110K in Q2 2024. 19 funds tracked by Wall St. Rank hold PLTM as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining GraniteShares Platinum Shares position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,362 GraniteShares Platinum Shares shares in Q3 2024, an estimated $110K.
  • Wealth Enhancement Advisory Services first reported a position in GraniteShares Platinum Shares in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's GraniteShares Platinum Shares position peaked at $110K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.