WR Wealth Planners’s Sprott Physical Silver Trust PSLV Stock Holding History

WR Wealth Planners’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 Q4	$255K	Buy	26,422 +2,975	+13%	+$31.4K	0.08%	141
2024 Q3	$245K	Sell	23,447 -2,000	-8%	-$20K	0.07%	158
2024 Q2	$253K	Sell	25,447 -1,985	-7%	-$19.3K	0.08%	145
2024 Q1	$227K	Hold	27,432	–	–	0.07%	157
2023 Q4	$222K	Sell	27,432 -2,641	-9%	-$20.9K	0.08%	167
2023 Q3	$228K	Hold	30,073	–	–	0.09%	155
2023 Q2	$234K	Buy	30,073 +3,940	+15%	+$32.7K	0.09%	153
2023 Q1	$218K	Buy	26,133 +14,048	+116%	+$108K	0.09%	147
2022 Q4	$99.6K	Buy	12,085 +3,135	+35%	+$22.9K	0.06%	138
2022 Q3	$59.2K	Hold	8,950	–	–	0.04%	156
2022 Q2	$61.8K	Hold	8,950	–	–	0.04%	156
2022 Q1	$78.5K	Buy	+8,950	New	+$74.8K	0.05%	144

Other funds holding PSLV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

WR Wealth Planners increased its Sprott Physical Silver Trust (PSLV) stake by 13% in Q4 2024, buying an estimated $31.4K and bringing the position to 26,422 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #141.

WR Wealth Planners first reported a position in PSLV in Q1 2022 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold PSLV as of Q4 2024.

WR Wealth Planners held 26,422 shares of Sprott Physical Silver Trust worth $255K as of Q4 2024.
WR Wealth Planners bought 2,975 Sprott Physical Silver Trust shares in Q4 2024, an estimated $31.4K.
Sprott Physical Silver Trust made up 0.08% of WR Wealth Planners's portfolio in Q4 2024, its #141 holding.
WR Wealth Planners first reported a position in Sprott Physical Silver Trust in Q1 2022 and has held it in 12 quarters since.
372 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q4 2024.

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