HWA
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Heartwood Wealth Advisors’s GraniteShares Platinum Shares PLTM Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-1,000
Closed -$15.1K – 495
2025
Q3 		$15.1K Buy
+1,000
New +$13.4K ﹤0.01% 369

Other funds holding PLTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Heartwood Wealth Advisors's PLTM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of GraniteShares Platinum Shares (PLTM) in Q4 2025, closing a stake of 1,000 shares — an estimated $15.1K sold.

Heartwood Wealth Advisors first reported a position in PLTM in Q3 2025 and held it in 1 quarter. The position peaked at $15.1K in Q3 2025. 48 funds tracked by Wall St. Rank hold PLTM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining GraniteShares Platinum Shares position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,000 GraniteShares Platinum Shares shares in Q4 2025, an estimated $15.1K.
  • Heartwood Wealth Advisors first reported a position in GraniteShares Platinum Shares in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's GraniteShares Platinum Shares position peaked at $15.1K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.