A detailed history of Heritage Wealth Advisors transactions in Sprott Physical Gold & Silver Trust stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,000 shares of CEF stock, worth $75,180. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,000
Previous 3,000 -0.0%
Holding current value
$75,180
Previous $66,000 10.61%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$20.52 - $23.43 $60,554 - $69,141
2,951 Added 6022.45%
3,000 $66,000
Q1 2024

May 08, 2024

SELL
$18.08 - $20.34 $53,354 - $60,023
-2,951 Reduced 98.37%
49 $0
Q3 2023

Dec 12, 2024

SELL
$17.32 - $18.93 $12,990 - $14,197
-750 Reduced 20.0%
3,000 $51,000
Q3 2023

Nov 08, 2023

SELL
$17.32 - $18.93 $12,990 - $14,197
-750 Reduced 20.0%
3,000 $51,000
Q2 2023

Dec 12, 2024

BUY
$17.87 - $19.91 $13,402 - $14,932
750 Added 25.0%
3,750 $67,000
Q2 2023

Aug 09, 2023

BUY
$17.87 - $19.91 $13,402 - $14,932
750 Added 25.0%
3,750 $67,000
Q2 2020

Jul 17, 2020

BUY
$14.52 - $16.9 $30,492 - $35,490
2,100 Added 233.33%
3,000 $50,000
Q2 2020

Jul 17, 2020

SELL
$14.52 - $16.9 $30,492 - $35,490
-2,100 Reduced 70.0%
900 $50,000
Q3 2018

Nov 14, 2018

BUY
$11.54 - $12.6 $34,620 - $37,800
3,000 New
3,000 $35,000

Others Institutions Holding CEF

About Sprott Physical Gold & Silver Trust


  • Ticker CEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Sprott Physical Gold and Silver Trust is an exchange traded commodity launched and managed by Sprott Asset Management, LP. The fund invests in commodity markets. It invests in London Good Delivery physical gold and silver bullion. Sprott Physical Gold and Silver Trust was formed on October 26, 2017 and is domiciled in Canada.
More about CEF
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