Philip James Wealth Mangement, LLC CEF Holdings History
Philip James Wealth Mangement, LLC's Sprott Physical Gold and Silver Trust Holding Summary
As of 2025-06-30, Philip James Wealth Mangement, LLC held 68,015.00 shares of Sprott Physical Gold and Silver Trust(CEF), totaling $2.05 Mil. This investment constitutes 0.26% of their stock portfolio, and Philip James Wealth Mangement, LLC now holds 0.03% of the outstanding Sprott Physical Gold and Silver Trust(CEF) stock.
The initial trade took place in 2024Q3. And since then Philip James Wealth Mangement, LLC has made 1 purchases of CEF, at an average price of $23.11, for a total of 365,481.00 shares. In addition, there have been 3 sales at an average price of $28.70 for 297,466.00 shares. Based on historical transaction data and CEF's current price of $31.31, Philip James Wealth Mangement, LLC's estimated gain on his CEF holdings is $2.22 Mil, reflecting a 26.30% gain to date.
Philip James Wealth Mangement, LLC CEF ($31.31) Holding Chart
Philip James Wealth Mangement, LLC CEF ($31.31) 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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