Concurrent Investment Advisors, LLC Granite Shares Platinum Trust Transaction History
Concurrent Investment Advisors, LLC
- $8.78 Trillion
- Q4 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Granite Shares Platinum Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,972 shares of PLTM stock, worth $237,663. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,972
Previous 10,004
59.66%
Holding current value
$237,663
Previous $151 Million
108.47%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PLTM
# of Institutions
47Shares Held
1.95MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC294KShares$4.38 Million0.0% of portfolio
-
Sigma Planning Corp Ann Arbor, MI205KShares$3.06 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL201KShares$3 Million0.0% of portfolio
-
Pcg Wealth Advisors, LLC171KShares$2.54 Million0.83% of portfolio
-
Wealth Watch Advisors, Inc Englewood, CO141KShares$2.1 Million0.88% of portfolio
About GraniteShares Platinum Trust
- Ticker PLTM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 5,250,000
- Market Cap $78.1M