Superior Planning, LLC’s iShares Silver Trust SLV Stock Holding History

Superior Planning, LLC’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.9K	Buy	+383	New	+$21.7K	0.01%	686

Other funds holding SLV

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Superior Planning, LLC's SLV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Silver Trust (SLV) in Q3 2026: 383 shares worth $20.9K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings.

1,115 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Superior Planning, LLC held 383 shares of iShares Silver Trust worth $20.9K as of Q3 2026.
iShares Silver Trust was a new Superior Planning, LLC position in Q3 2026.
iShares Silver Trust made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #686 holding.
1,115 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.