WCG Wealth Advisors »

Sprott shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Sprott (SII) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Sprott

Tip: Access up to 7 years of quarterly data

All positions including Sprott held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sprott by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $472k 11k 43.30
2024-06-30 $451k 11k 41.38
2024-03-31 $414k 11k 36.96
2023-12-31 $380k 11k 33.93
2023-09-30 $317k 10k 30.48

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

Top funds holding Sprott

Sprott
Royce & Associates
Waratah Capital Advisors
Global Alpha Capital Management
Praetorian PR
Philadelphia Financial Management of San Francisco
Jacobs Asset Management
Morgan Stanley
Susquehanna International
CWA Asset Management
Horizon Kinetics Asset Management
Citadel Advisors
Acadian Asset Management
North Star Investment Management
Balyasny Asset Management

View all funds holding Sprott