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Strategic Financial Concepts’s Sprott Physical Silver Trust PSLV Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-66,347
Closed -$6.85K – 592
2024
Q2 		$6.85K Buy
+66,347
New +$644K ﹤0.01% 449

Other funds holding PSLV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Strategic Financial Concepts's PSLV Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Sprott Physical Silver Trust (PSLV) in Q3 2024, closing a stake of 66,347 shares — an estimated $6.85K sold.

Strategic Financial Concepts first reported a position in PSLV in Q2 2024 and held it in 1 quarter. The position peaked at $6.85K in Q2 2024. 341 funds tracked by Wall St. Rank hold PSLV as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Sprott Physical Silver Trust position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 66,347 Sprott Physical Silver Trust shares in Q3 2024, an estimated $6.85K.
  • Strategic Financial Concepts first reported a position in Sprott Physical Silver Trust in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Sprott Physical Silver Trust position peaked at $6.85K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.