Inlight Wealth Management, LLC CEF Holdings History
Number of Shares
413,295.00
Current Holdings Value*
$11.74 Mil
% of Portfolio
7.27%
Total Estimate Gain
$2.41 Mil
% of Total Estimate Gain
21.42%
Inlight Wealth Management, LLC's Sprott Physical Gold and Silver Trust Holding Summary
As of 2025-03-31, Inlight Wealth Management, LLC held 413,295.00 shares of Sprott Physical Gold and Silver Trust(CEF), totaling $11.74 Mil. This investment constitutes 7.27% of their stock portfolio, and Inlight Wealth Management, LLC now holds 0.21% of the outstanding Sprott Physical Gold and Silver Trust(CEF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $26.36 for 41,365.00 shares. Based on historical transaction data and CEF's current price of $30.48, Inlight Wealth Management, LLC's estimated gain on his CEF holdings is $2.41 Mil, reflecting a 21.42% gain to date.
Inlight Wealth Management, LLC CEF ($30.48) Holding Chart
Inlight Wealth Management, LLC CEF ($30.48) 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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