AWM
SPPP

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

Avior 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
2024
Q3 		– Sell
-663
Closed -$6.48K – 2405
2024
Q2 		$6.48K Hold
663
– – ﹤0.01% 1650
2024
Q1 		$6.4K Hold
663
– – ﹤0.01% 2009
2023
Q4 		$6.69K Hold
663
– – ﹤0.01% 1070
2023
Q3 		$7.14K Buy
+663
New +$7.29K ﹤0.01% 1097
2018
Q3 		– Sell
-500
Closed -$4K – 766
2018
Q2 		$4K Buy
+500
New +$4.29K ﹤0.01% 672

Other funds holding SPPP

NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Avior Wealth Management's SPPP Position: Q3 2024 in Review

Avior Wealth Management sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q3 2024, closing a stake of 663 shares — an estimated $6.48K sold.

Avior Wealth Management first reported a position in SPPP in Q2 2018 and held it in 5 quarters. The position peaked at $7.14K in Q3 2023. 46 funds tracked by Wall St. Rank hold SPPP as of Q3 2024.

  • Avior Wealth Management reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 663 Sprott Physical Platinum and Palladium Trust shares in Q3 2024, an estimated $6.48K.
  • Avior Wealth Management first reported a position in Sprott Physical Platinum and Palladium Trust in Q2 2018 and held it in 5 quarters.
  • Avior Wealth Management's Sprott Physical Platinum and Palladium Trust position peaked at $7.14K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.