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LRI Investments’s Sprott Physical Silver Trust PSLV Stock Holding History

LRI Investments’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
2026
Q2 		$33K Hold
1,750
– – ﹤0.01% 628
2026
Q1 		$42.7K Hold
1,750
– – ﹤0.01% 542
2025
Q4 		$41.4K Hold
1,750
– – ﹤0.01% 577
2025
Q3 		$27.5K Hold
1,750
– – ﹤0.01% 654
2025
Q2 		$21.4K Hold
1,750
– – ﹤0.01% 692
2025
Q1 		$20.3K Hold
1,750
– – ﹤0.01% 671
2024
Q4 		$16.9K Hold
1,750
– – ﹤0.01% 698
2024
Q3 		$17.9K Hold
1,750
– – ﹤0.01% 676
2024
Q2 		$17.4K Hold
1,750
– – ﹤0.01% 629
2024
Q1 		$14.5K Buy
+1,750
New +$13.7K ﹤0.01% 432

Other funds holding PSLV

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM