CSWM
SPPP

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

Cassady Schiller 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
2023
Q4 		– Sell
-102
Closed -$1.1K – 457
2023
Q3 		$1.1K Hold
102
– – ﹤0.01% 420
2023
Q2 		$1.11K Buy
+102
New +$1.26K ﹤0.01% 437

Other funds holding SPPP

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cassady Schiller Wealth Management's SPPP Position: Q4 2023 in Review

Cassady Schiller Wealth Management sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q4 2023, closing a stake of 102 shares — an estimated $1.1K sold.

Cassady Schiller Wealth Management first reported a position in SPPP in Q2 2023 and held it in 2 quarters. The position peaked at $1.11K in Q2 2023. 48 funds tracked by Wall St. Rank hold SPPP as of Q4 2023.

  • Cassady Schiller Wealth Management reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q4 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 102 Sprott Physical Platinum and Palladium Trust shares in Q4 2023, an estimated $1.1K.
  • Cassady Schiller Wealth Management first reported a position in Sprott Physical Platinum and Palladium Trust in Q2 2023 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's Sprott Physical Platinum and Palladium Trust position peaked at $1.11K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q4 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.