Align Wealth Management’s iShares Silver Trust SLV Stock Holding History

Align Wealth Management’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
2022 Q4	$17.5K	Buy	+1,000	New	+$19.6K	0.01%	112

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Align Wealth Management's SLV Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares Silver Trust (SLV) in Q4 2022: 1,000 shares worth $17.5K. The stake represents 0.01% of the portfolio and ranks #112 among its holdings.

736 funds tracked by Wall St. Rank hold SLV as of Q4 2022.

Align Wealth Management held 1,000 shares of iShares Silver Trust worth $17.5K as of Q4 2022.
iShares Silver Trust was a new Align Wealth Management position in Q4 2022.
iShares Silver Trust made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #112 holding.
736 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.