Beaird Harris Wealth Management’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Beaird Harris Wealth Management’s Portfolio CEF Stock Details CEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-25,618	Closed	-$454K	–	624
2021 Q4	$454K	Buy	+25,618	New	+$455K	0.17%	68

Other funds holding CEF

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Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Parallax Volatility Advisers

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return