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Life Planning Partners’s Sprott Physical Silver Trust PSLV Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-5,715
Closed -$46.2K – 187
2023
Q4 		$46.2K Buy
+5,715
New +$45.1K 0.05% 107

Other funds holding PSLV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.82% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return

Life Planning Partners's PSLV Position: Q1 2024 in Review

Life Planning Partners sold out of Sprott Physical Silver Trust (PSLV) in Q1 2024, closing a stake of 5,715 shares — an estimated $46.2K sold.

Life Planning Partners first reported a position in PSLV in Q4 2023 and held it in 1 quarter. The position peaked at $46.2K in Q4 2023. 325 funds tracked by Wall St. Rank hold PSLV as of Q1 2024.

  • Life Planning Partners reported no remaining Sprott Physical Silver Trust position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 5,715 Sprott Physical Silver Trust shares in Q1 2024, an estimated $46.2K.
  • Life Planning Partners first reported a position in Sprott Physical Silver Trust in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Sprott Physical Silver Trust position peaked at $46.2K in Q4 2023.
  • 325 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.