Proactive Wealth Strategies LLC PHYS Holdings History
Number of Shares
110,882.00
Current Holdings Value*
$2.67 Mil
% of Portfolio
1.42%
Total Estimate Gain
$374,781.16
% of Total Estimate Gain
15.25%
Proactive Wealth Strategies LLC's Sprott Physical Gold Trust Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 110,882.00 shares of Sprott Physical Gold Trust(PHYS), totaling $2.67 Mil. This investment constitutes 1.42% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.02% of the outstanding Sprott Physical Gold Trust(PHYS) stock.
The initial trade took place in 2025Q1. And since then Proactive Wealth Strategies LLC has made 1 purchases of PHYS, at an average price of $22.17, for a total of 110,882.00 shares. Based on historical transaction data and PHYS's current price of $25.55, Proactive Wealth Strategies LLC's estimated gain on his PHYS holdings is $374,781.16, reflecting a 15.25% gain to date.
Proactive Wealth Strategies LLC PHYS ($25.55) Holding Chart
Proactive Wealth Strategies LLC PHYS ($25.55) 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 % |
Top Ranked Articles
- 1