Institutional Ownership Granite Shares Platinum Trust (PLTM)
This table provides information about the institutional ownership of Granite Shares Platinum Trust (PLTM). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 458,114 shares, which have been reported (via 13F filing form) to have a value of $4.12 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pcg Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
146,311
shares
|
$1.31 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
64,702
shares
|
$579,729
0.07% of portfolio
|
Q2 2023
Added 12.19%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
39,352
shares
|
$352,593
0.0% of portfolio
|
Q1 2024
Added 1.39%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
30,735
shares
|
$275,385
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
29,766
shares
|
$266,703
0.0% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
27,681
shares
|
$248,021
0.0% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
26,000
shares
|
$232,960
0.04% of portfolio
|
Q2 2020
Added 108.0%
|
|
Vanguard Capital Wealth Advisors
|
Aug 07, 2024 Q2 2024 |
15,200
shares
|
$136,192
0.1% of portfolio
|
Q2 2024
Reduced 12.14%
|
|
Pekin Hardy Strauss, Inc.
|
Aug 09, 2024 Q2 2024 |
15,000
shares
|
$134,400
0.02% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
14,513
shares
|
$130,036
0.0% of portfolio
|
Q2 2024
Added 25.3%
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 14, 2024 Q2 2024 |
11,444
shares
|
$102,538
0.02% of portfolio
|
Q2 2024
Added 8.19%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
11,362
shares
|
$101,803
0.0% of portfolio
|
Q3 2023
New holding
|
|
Visionary Horizons, LLC
Knoxville, TN |
Aug 02, 2024 Q2 2024 |
11,000
shares
|
$98,560
0.08% of portfolio
|
Q4 2023
New holding
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
10,718
shares
|
$96,033
0.01% of portfolio
|
Q1 2023
New holding
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
2,500
shares
|
$22,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
973
shares
|
$8,718
0.0% of portfolio
|
Q3 2023
Added 53.96%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
500
shares
|
$4,480
0.0% of portfolio
|
Q1 2024
New holding
|
|
Grove Bank & Trust
|
Jul 24, 2024 Q2 2024 |
237
shares
|
$2,123
0.0% of portfolio
|
Q4 2022
New holding
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
119
shares
|
$1,066
0.0% of portfolio
|
Q4 2023
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$8
0.0% of portfolio
|
Q1 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|