Cadence Wealth Management LLC CEF Holdings History
Cadence Wealth Management LLC's Sprott Physical Gold and Silver Trust Holding Summary
As of 2025-03-31, Cadence Wealth Management LLC held 273,992.00 shares of Sprott Physical Gold and Silver Trust(CEF), totaling $7.78 Mil. This investment constitutes 5.75% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.14% of the outstanding Sprott Physical Gold and Silver Trust(CEF) stock.
The initial trade took place in 2021Q2. And since then Cadence Wealth Management LLC has made 10 purchases of CEF, at an average price of $17.79, for a total of 329,090.00 shares. In addition, there have been 6 sales at an average price of $21.66 for 55,098.00 shares. Based on historical transaction data and CEF's current price of $31.33, Cadence Wealth Management LLC's estimated gain on his CEF holdings is $3.92 Mil, reflecting a 67.02% gain to date.
Cadence Wealth Management LLC CEF ($31.33) Holding Chart
Cadence Wealth Management LLC CEF ($31.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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