Align Wealth Management’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Align Wealth Management’s Portfolio SPPP Stock Details SPPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$14.3K	Buy	+1,000	New	+$13.9K	0.01%	120

Other funds holding SPPP

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Align Wealth Management's SPPP Position: Q4 2022 in Review

Align Wealth Management opened a new position in Sprott Physical Platinum and Palladium Trust (SPPP) in Q4 2022: 1,000 shares worth $14.3K. The stake represents 0.01% of the portfolio and ranks #120 among its holdings.

49 funds tracked by Wall St. Rank hold SPPP as of Q4 2022.

Align Wealth Management held 1,000 shares of Sprott Physical Platinum and Palladium Trust worth $14.3K as of Q4 2022.
Sprott Physical Platinum and Palladium Trust was a new Align Wealth Management position in Q4 2022.
Sprott Physical Platinum and Palladium Trust made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #120 holding.
49 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.