Carlsbad Wealth Advisory Group’s Sprott Physical Silver Trust PSLV Stock Holding History

Carlsbad Wealth Advisory Group’s Portfolio PSLV Stock Details PSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$89.1K	Buy	+11,443	New	+$95.1K	0.06%	43

Other funds holding PSLV

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

JAM

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Carlsbad Wealth Advisory Group's PSLV Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Sprott Physical Silver Trust (PSLV) in Q2 2023: 11,443 shares worth $89.1K. The stake represents 0.06% of the portfolio and ranks #43 among its holdings.

309 funds tracked by Wall St. Rank hold PSLV as of Q2 2023.

Carlsbad Wealth Advisory Group held 11,443 shares of Sprott Physical Silver Trust worth $89.1K as of Q2 2023.
Sprott Physical Silver Trust was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Sprott Physical Silver Trust made up 0.06% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #43 holding.
309 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.