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Atria Wealth Solutions’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Atria Wealth Solutions’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,918
Closed -$439K – 2059
2024
Q4 		$439K Sell
15,918
-10,286
-39% -$308K ﹤0.01% 1340
2024
Q3 		$780K Sell
26,204
-200
-0.8% -$5.63K 0.01% 1024
2024
Q2 		$735K Buy
26,404
+1,143
+5% +$31.5K 0.01% 1034
2024
Q1 		$601K Hold
25,261
– – 0.01% 1171
2023
Q4 		$575K Hold
25,261
– – 0.01% 1140
2023
Q3 		$537K Buy
25,261
+700
+3% +$15.8K 0.01% 1097
2023
Q2 		$537K Buy
24,561
+1,140
+5% +$26.5K 0.01% 1122
2023
Q1 		$541K Hold
23,421
– – 0.01% 1083
2022
Q4 		$538K Hold
23,421
– – 0.01% 1042
2022
Q3 		$428K Buy
23,421
+160
+0.7% +$2.96K 0.01% 1114
2022
Q2 		$453K Buy
23,261
+685
+3% +$14.9K 0.01% 1024
2022
Q1 		$538K Buy
+22,576
New +$523K 0.01% 1027

Other funds holding SIVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return

Atria Wealth Solutions's SIVR Position: Q1 2025 in Review

Atria Wealth Solutions sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2025, closing a stake of 15,918 shares — an estimated $439K sold.

Atria Wealth Solutions first reported a position in SIVR in Q1 2022 and held it in 12 quarters. The position peaked at $780K in Q3 2024. 209 funds tracked by Wall St. Rank hold SIVR as of Q1 2025.

  • Atria Wealth Solutions reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,918 abrdn Physical Silver Shares ETF shares in Q1 2025, an estimated $439K.
  • Atria Wealth Solutions first reported a position in abrdn Physical Silver Shares ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's abrdn Physical Silver Shares ETF position peaked at $780K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.