Carson Wealth (CWM LLC)
SPPP

Carson Wealth (CWM LLC)’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-1,000
Closed -$10K – 5147
2024
Q3 		$10K Hold
1,000
– – ﹤0.01% 3802
2024
Q2 		$10K Hold
1,000
– – ﹤0.01% 3564
2024
Q1 		$10K Hold
1,000
– – ﹤0.01% 3356
2023
Q4 		$10K Hold
1,000
– – ﹤0.01% 3204
2023
Q3 		$11K Sell
1,000
-700
-41% -$7.7K ﹤0.01% 3097
2023
Q2 		$19K Buy
+1,700
New +$21K ﹤0.01% 2692
2019
Q1 		– Sell
-200
Closed -$2K – 3251
2018
Q4 		$2K Hold
200
– – ﹤0.01% 1796
2018
Q3 		$2K Hold
200
– – ﹤0.01% 1562
2018
Q2 		$2K Buy
+200
New +$1.72K ﹤0.01% 1421

Other funds holding SPPP

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPPP Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q4 2024, closing a stake of 1,000 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in SPPP in Q2 2018 and held it in 9 quarters. The position peaked at $19K in Q2 2023. 56 funds tracked by Wall St. Rank hold SPPP as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 Sprott Physical Platinum and Palladium Trust shares in Q4 2024, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in Sprott Physical Platinum and Palladium Trust in Q2 2018 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Sprott Physical Platinum and Palladium Trust position peaked at $19K in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.