Heartwood Wealth Advisors LLC Granite Shares Platinum Trust Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Granite Shares Platinum Trust stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,000 shares of PLTM stock, worth $14,840. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,000Holding current value
$14,840% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PLTM
# of Institutions
34Shares Held
978KCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL201KShares$2.99 Million0.0% of portfolio
-
Envestnet Asset Management Inc112KShares$1.66 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC109KShares$1.62 Million0.0% of portfolio
-
Ubs Group Ag82.3KShares$1.22 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL71.8KShares$1.07 Million0.0% of portfolio
About GraniteShares Platinum Trust
- Ticker PLTM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 5,250,000
- Market Cap $77.9M