WWP
EMX

WR Wealth Planners’s EMX Royalty EMX Stock Holding History

WR Wealth Planners’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.46K Hold
2,000
– – ﹤0.01% 758
2024
Q3 		$3.56K Hold
2,000
– – ﹤0.01% 799
2024
Q2 		$3.6K Hold
2,000
– – ﹤0.01% 772
2024
Q1 		$3.44K Buy
+2,000
New +$3.17K ﹤0.01% 787
2023
Q4 		– Sell
-2,000
Closed -$3.56K – 388
2023
Q3 		$3.56K Hold
2,000
– – ﹤0.01% 717
2023
Q2 		$3.8K Hold
2,000
– – ﹤0.01% 715
2023
Q1 		$3.98K Buy
+2,000
New +$3.97K ﹤0.01% 712

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
MC
Medici Capital Newport Beach, California $81.2M AUM 76.04% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Privium Fund Management Amsterdam, Netherlands $480M AUM 77.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WR Wealth Planners held its EMX Royalty (EMX) position steady in Q4 2024 at 2,000 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

WR Wealth Planners first reported a position in EMX in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.98K in Q1 2023. 51 funds tracked by Wall St. Rank hold EMX as of Q4 2024.

  • WR Wealth Planners held 2,000 shares of EMX Royalty worth $3.46K as of Q4 2024.
  • WR Wealth Planners left its EMX Royalty share count unchanged in Q4 2024.
  • EMX Royalty made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #758 holding.
  • WR Wealth Planners first reported a position in EMX Royalty in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's EMX Royalty position peaked at $3.98K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held EMX Royalty as of Q4 2024.

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