Total Wealth Planning & Management, Inc. Sprott Physical Gold & Silver Trust Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Sprott Physical Gold & Silver Trust stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 17,513 shares of CEF stock, worth $544,654. This represents 0.43% of its overall portfolio holdings.
Number of Shares
17,513
Previous 19,725
11.21%
Holding current value
$544,654
Previous $560 Million
5.93%
% of portfolio
0.43%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding CEF
# of Institutions
410Shares Held
70.7MCall Options Held
0Put Options Held
0-
Central Trust CO Jefferson City, MO7.91MShares$246 Million5.65% of portfolio
-
Sawtooth Solutions, LLC6.02MShares$187 Million3.17% of portfolio
-
Bleakley Financial Group, LLC Fairfield, NJ5.06MShares$157 Million3.87% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX3.81MShares$119 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.59MShares$112 Million0.02% of portfolio
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.