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Institutional Holdings
PLTMOwnership Summary
Institutions Holding
14
Total Shares Held
102,925
Total Value Held
$388,010
Quarter
2026-06-30
Active Positions
Increased Positions
2
83,075 shares
Decreased Positions
0
0 shares
Held Positions
2
1,454 shares
New Positions
4
18,396 shares
Sold Out Positions
6
5,426 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 18,028 | $269,338 | New position | 0.03% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 6,068 | $90,656 | ▲ +68 | 0.00% | 2026-06-30 |
| PRIVATE TRUST CO NA | 1,430 | $21,364 | Unchanged | 0.00% | 2026-06-30 |
| Plante Moran Financial Advisors, LLC | 348 | $5,199 | New position | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 77,007 | $1,150 | ▲ +5,034 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 19 | $288 | New position | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 1 | $15 | New position | 0.00% | 2026-06-30 |
| Covestor Ltd | 24 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| AdvisorNet Financial, Inc | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Berbice Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| CoreCap Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 |