WWP
ASM

WR Wealth Planners’s Avino Silver & Gold Mines ASM Stock Holding History

WR Wealth Planners’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$8.81K Hold
10,000
– – ﹤0.01% 611
2024
Q3 		$11K Hold
10,000
– – ﹤0.01% 606
2024
Q2 		$9K Hold
10,000
– – ﹤0.01% 611
2024
Q1 		$6.23K Hold
10,000
– – ﹤0.01% 678
2023
Q4 		$5.24K Hold
10,000
– – ﹤0.01% 184
2023
Q3 		$5.17K Hold
10,000
– – ﹤0.01% 673
2023
Q2 		$6.6K Hold
10,000
– – ﹤0.01% 638
2023
Q1 		$8.85K Buy
+10,000
New +$7.54K ﹤0.01% 584

Other funds holding ASM

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

WR Wealth Planners's ASM Position: Q4 2024 in Review

WR Wealth Planners held its Avino Silver & Gold Mines (ASM) position steady in Q4 2024 at 10,000 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

WR Wealth Planners first reported a position in ASM in Q1 2023 and has held it in 8 quarters since. The position peaked at $11K in Q3 2024. 46 funds tracked by Wall St. Rank hold ASM as of Q4 2024.

  • WR Wealth Planners held 10,000 shares of Avino Silver & Gold Mines worth $8.81K as of Q4 2024.
  • WR Wealth Planners left its Avino Silver & Gold Mines share count unchanged in Q4 2024.
  • Avino Silver & Gold Mines made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #611 holding.
  • WR Wealth Planners first reported a position in Avino Silver & Gold Mines in Q1 2023 and has held it in 8 quarters since.
  • WR Wealth Planners's Avino Silver & Gold Mines position peaked at $11K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.