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LGT Financial Advisors’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-100
Closed -$1.01K – 852
2023
Q4 		$1.01K Sell
100
-50
-33% -$502 ﹤0.01% 808
2023
Q3 		$1.62K Buy
+150
New +$1.65K ﹤0.01% 854

Other funds holding SPPP

Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Polar Asset Management Partners
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $120B AUM 27.84% 1-Year Est. Return
Boothbay Fund Management
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

LGT Financial Advisors's SPPP Position: Q1 2024 in Review

LGT Financial Advisors sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q1 2024, closing a stake of 100 shares — an estimated $1.01K sold.

LGT Financial Advisors first reported a position in SPPP in Q3 2023 and held it in 2 quarters. The position peaked at $1.62K in Q3 2023. 42 funds tracked by Wall St. Rank hold SPPP as of Q1 2024.

  • LGT Financial Advisors reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 100 Sprott Physical Platinum and Palladium Trust shares in Q1 2024, an estimated $1.01K.
  • LGT Financial Advisors first reported a position in Sprott Physical Platinum and Palladium Trust in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Sprott Physical Platinum and Palladium Trust position peaked at $1.62K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.