Sonoma Private Wealth LLC CEF Holdings History
Sonoma Private Wealth LLC's Sprott Physical Gold and Silver Trust Holding Summary
As of 2025-03-31, Sonoma Private Wealth LLC held 58,542.00 shares of Sprott Physical Gold and Silver Trust(CEF), totaling $1.66 Mil. This investment constitutes 2.31% of their stock portfolio, and Sonoma Private Wealth LLC now holds 0.03% of the outstanding Sprott Physical Gold and Silver Trust(CEF) stock.
The initial trade took place in 2022Q4. And since then Sonoma Private Wealth LLC has made 4 purchases of CEF, at an average price of $22.56, for a total of 78,466.00 shares. In addition, there have been 4 sales at an average price of $18.98 for 19,924.00 shares. Based on historical transaction data and CEF's current price of $31.33, Sonoma Private Wealth LLC's estimated gain on his CEF holdings is $442,315.63, reflecting a 24.99% gain to date.
Sonoma Private Wealth LLC CEF ($31.33) Holding Chart
Sonoma Private Wealth 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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