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

Other funds holding PLTM

PWA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 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.