AJ Wealth Strategies’s iShares Silver Trust SLV Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$15M	Buy	+718,736	New	+$16M	0.73%	30

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AJ Wealth Strategies's SLV Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in iShares Silver Trust (SLV) in Q2 2023: 718,736 shares worth $15M. The stake represents 0.73% of the portfolio and ranks #30 among its holdings.

754 funds tracked by Wall St. Rank hold SLV as of Q2 2023.

AJ Wealth Strategies held 718,736 shares of iShares Silver Trust worth $15M as of Q2 2023.
iShares Silver Trust was a new AJ Wealth Strategies position in Q2 2023.
iShares Silver Trust made up 0.73% of AJ Wealth Strategies's portfolio in Q2 2023, its #30 holding.
754 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.