Allworth Financial
SPPP icon

Allworth Financial’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Allworth Financial’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
2024
Q2 		– Sell
-1,088
Closed -$10.5K – 3783
2024
Q1 		$10.5K Buy
+1,088
New +$10.2K ﹤0.01% 2090

Other funds holding SPPP

Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Polar Asset Management Partners
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Allworth Financial's SPPP Position: Q2 2024 in Review

Allworth Financial sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q2 2024, closing a stake of 1,088 shares — an estimated $10.5K sold.

Allworth Financial first reported a position in SPPP in Q1 2024 and held it in 1 quarter. The position peaked at $10.5K in Q1 2024. 45 funds tracked by Wall St. Rank hold SPPP as of Q2 2024.

  • Allworth Financial reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 1,088 Sprott Physical Platinum and Palladium Trust shares in Q2 2024, an estimated $10.5K.
  • Allworth Financial first reported a position in Sprott Physical Platinum and Palladium Trust in Q1 2024 and held it in 1 quarter.
  • Allworth Financial's Sprott Physical Platinum and Palladium Trust position peaked at $10.5K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.