Trellis Wealth Advisors LLC's ownership history for PLTR

Trellis Wealth Advisors LLC currently holds 4.2K shares with a market value of $754.5K. It started holding PLTR on 2024-12-31. At its peak, it held 5.2K shares on 2024-12-31. Its highest holding value was $774.4K on 2025-09-30. At its lowest, it held 4.2K shares on 2025-06-30, with a value of $392.1K on 2024-12-31. In the recent 180 days, Trellis Wealth Advisors LLC has increased its shares by 0. In the recent year, Trellis Wealth Advisors LLC has decreased its shares by 940.