Wipfli Financial Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$4K	Buy	+250	New	+$4.02K	﹤0.01%	2127

Other funds holding CEF

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

MAP

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Wipfli Financial Advisors's CEF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q3 2022: 250 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2127 among its holdings.

273 funds tracked by Wall St. Rank hold CEF as of Q3 2022.

Wipfli Financial Advisors held 250 shares of Sprott Physical Gold and Silver Trust worth $4K as of Q3 2022.
Sprott Physical Gold and Silver Trust was a new Wipfli Financial Advisors position in Q3 2022.
Sprott Physical Gold and Silver Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2127 holding.
273 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.