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Redwood Wealth Management Group’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-200
Closed -$4.41K – 322
2024
Q2 		$4.41K Buy
+200
New +$4.41K ﹤0.01% 764

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Morgan Stanley
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JAM
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SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MAP
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BFM
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Redwood Wealth Management Group's CEF Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Sprott Physical Gold and Silver Trust (CEF) in Q3 2024, closing a stake of 200 shares — an estimated $4.41K sold.

Redwood Wealth Management Group first reported a position in CEF in Q2 2024 and held it in 1 quarter. The position peaked at $4.41K in Q2 2024. 329 funds tracked by Wall St. Rank hold CEF as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Sprott Physical Gold and Silver Trust position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 200 Sprott Physical Gold and Silver Trust shares in Q3 2024, an estimated $4.41K.
  • Redwood Wealth Management Group first reported a position in Sprott Physical Gold and Silver Trust in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Sprott Physical Gold and Silver Trust position peaked at $4.41K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.