Atwood & Palmer’s iShares Silver Trust SLV Stock Holding History

Atwood & Palmer’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
2024 Q3	–	Sell	-1,427	Closed	-$37.9K	–	486
2024 Q2	$37.9K	Buy	+1,427	New	+$37.5K	﹤0.01%	239
2023 Q4	–	Sell	-5,525	Closed	-$112K	–	431
2023 Q3	$112K	Hold	5,525	–	–	0.01%	170
2023 Q2	$115K	Hold	5,525	–	–	0.01%	180
2023 Q1	$122K	Hold	5,525	–	–	0.01%	165
2022 Q4	$122K	Hold	5,525	–	–	0.01%	166
2022 Q3	$97K	Hold	5,525	–	–	0.01%	172
2022 Q2	$103K	Hold	5,525	–	–	0.01%	166
2022 Q1	$126K	Buy	5,525 +1,000	+22%	+$22.2K	0.01%	160
2021 Q4	$97K	Sell	4,525 -2,850	-39%	-$61.6K	0.01%	193
2021 Q3	$151K	Hold	7,375	–	–	0.01%	156
2021 Q2	$179K	Hold	7,375	–	–	0.02%	154
2021 Q1	$167K	Buy	+7,375	New	+$180K	0.02%	150
2014 Q4	–	Sell	-94	Closed	-$2K	–	403
2014 Q3	$2K	Hold	94	–	–	﹤0.01%	365
2014 Q2	$2K	Buy	+94	New	+$1.78K	﹤0.01%	316

Other funds holding SLV

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

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

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

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

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

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

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atwood & Palmer's SLV Position: Q3 2024 in Review

Atwood & Palmer sold out of iShares Silver Trust (SLV) in Q3 2024, closing a stake of 1,427 shares — an estimated $37.9K sold.

Atwood & Palmer first reported a position in SLV in Q2 2014 and held it in 14 quarters. The position peaked at $179K in Q2 2021. 914 funds tracked by Wall St. Rank hold SLV as of Q3 2024.

Atwood & Palmer reported no remaining iShares Silver Trust position as of Q3 2024 after selling out during the quarter.
Atwood & Palmer sold 1,427 iShares Silver Trust shares in Q3 2024, an estimated $37.9K.
Atwood & Palmer first reported a position in iShares Silver Trust in Q2 2014 and held it in 14 quarters.
Atwood & Palmer's iShares Silver Trust position peaked at $179K in Q2 2021.
914 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2024.

Based on Atwood & Palmer's 13F filing for Q3 2024, filed 7 Oct 2024.