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Graniteshares Platinum Tr shs ben int shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Graniteshares Platinum Tr shs ben int (PLTM) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Graniteshares Platinum Tr shs ben int

Tip: Access up to 7 years of quarterly data

All positions including Graniteshares Platinum Tr shs ben int held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Graniteshares Platinum Tr shs ben int by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 1.0k 15.11

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Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Graniteshares Platinum Tr shs ben int

LPL Financial
Raymond James Financial
PCG Wealth Advisors
Wealth Watch Advisors
Sigma Planning
Envestnet Asset Management
Cambridge Investment Research Advisors
RFG Advisory
Cetera Investment Advisers
Stifel Financial
Commonwealth Equity Services
Journey Strategic Wealth
Twin Focus Capital Partners
Sprott
Wealth Management Nebraska

View all funds holding Graniteshares Platinum Tr shs ben int