Wells Fargo
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Wells Fargo’s GraniteShares Platinum Shares PLTM Stock Holding History

Wells Fargo’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
2023
Q3 		– Sell
-396
Closed -$3.5K – 7660
2023
Q2 		$3.5K Hold
396
– – ﹤0.01% 6130
2023
Q1 		$3.84K Buy
396
+389
+5,557% +$3.77K ﹤0.01% 6110
2022
Q4 		$74 Hold
7
– – ﹤0.01% 6878
2022
Q3 		$0 Buy
+7
New +$61 ﹤0.01% 7190

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo's PLTM Position: Q3 2023 in Review

Wells Fargo sold out of GraniteShares Platinum Shares (PLTM) in Q3 2023, closing a stake of 396 shares — an estimated $3.5K sold.

Wells Fargo first reported a position in PLTM in Q3 2022 and held it in 4 quarters. The position peaked at $3.84K in Q1 2023. 23 funds tracked by Wall St. Rank hold PLTM as of Q3 2023.

  • Wells Fargo reported no remaining GraniteShares Platinum Shares position as of Q3 2023 after selling out during the quarter.
  • Wells Fargo sold 396 GraniteShares Platinum Shares shares in Q3 2023, an estimated $3.5K.
  • Wells Fargo first reported a position in GraniteShares Platinum Shares in Q3 2022 and held it in 4 quarters.
  • Wells Fargo's GraniteShares Platinum Shares position peaked at $3.84K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q3 2023.

Based on Wells Fargo's 13F filing for Q3 2023, filed 13 Nov 2023.