A detailed history of Integrated Wealth Concepts LLC transactions in Sprott Focus Trust Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 326,348 shares of FUND stock, worth $2.52 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
326,348
Previous 332,237 1.77%
Holding current value
$2.52 Million
Previous $2.67 Million 8.61%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 14, 2024

SELL
$7.35 - $8.09 $43,284 - $47,642
-5,889 Reduced 1.77%
326,348 $2.44 Million
Q1 2024

May 15, 2024

SELL
$7.47 - $8.04 $19,339 - $20,815
-2,589 Reduced 0.77%
332,237 $2.67 Million
Q4 2023

Feb 13, 2024

SELL
$6.91 - $8.04 $110,345 - $128,390
-15,969 Reduced 4.55%
334,826 $2.68 Million
Q3 2023

Nov 15, 2023

SELL
$7.43 - $8.42 $15,409 - $17,463
-2,074 Reduced 0.59%
350,795 $2.64 Million
Q2 2023

Aug 15, 2023

SELL
$7.4 - $8.2 $88,000 - $97,514
-11,892 Reduced 3.26%
352,869 $2.81 Million
Q1 2023

May 03, 2023

BUY
$7.74 - $8.86 $621,769 - $711,741
80,332 Added 28.24%
364,761 $2.95 Million
Q4 2022

Feb 13, 2023

SELL
$7.03 - $8.54 $44,781 - $54,399
-6,370 Reduced 2.19%
284,429 $2.27 Million
Q3 2022

Nov 14, 2022

BUY
$6.79 - $8.41 $135,250 - $167,518
19,919 Added 7.35%
290,799 $2 Million
Q2 2022

Aug 08, 2022

BUY
$7.5 - $9.32 $2.03 Million - $2.52 Million
270,880 New
270,880 $2.05 Million

Others Institutions Holding FUND

About SPROTT FOCUS TRUST INC.


  • Ticker FUND
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Sprott Focus Trust, Inc. is a closed-ended equity mutual fund launched and managed by Sprott Asset Management, LP. The fund is co-managed by Sprott Asset Management USA Inc. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in v...
More about FUND
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