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Legend Financial Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-808
Closed -$24.3K – 56
2025
Q2 		$24.3K Buy
+808
New +$23.6K 0.02% 82
2025
Q1 		– Sell
-808
Closed -$19.2K – 68
2024
Q4 		$19.2K Hold
808
– – 0.01% 87
2024
Q3 		$19.8K Sell
808
-12
-1% -$277 0.01% 74
2024
Q2 		$18.1K Hold
820
– – 0.01% 105
2024
Q1 		$16.7K Hold
820
– – 0.01% 104
2023
Q4 		$15.7K Hold
820
– – 0.01% 102
2023
Q3 		$14.2K Hold
820
– – 0.01% 111
2023
Q2 		$14.8K Hold
820
– – 0.01% 124
2023
Q1 		$15.5K Sell
820
-501
-38% -$8.99K 0.01% 118
2022
Q4 		$23.7K Sell
1,321
-384
-23% -$6.42K 0.02% 104
2022
Q3 		$26.5K Buy
+1,705
New +$27.4K 0.02% 85

Other funds holding CEF

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return