Aveo Capital Partners’s iShares Silver Trust SLV Stock Holding History

Aveo Capital Partners’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 Q2	–	Sell	-17,346	Closed	-$420K	–	367
2024 Q1	$420K	Buy	+17,346	New	+$371K	0.05%	241
2018 Q1	–	Sell	-15,257	Closed	-$244K	–	155
2017 Q4	$244K	Buy	15,257 +1,300	+9%	+$20.5K	0.08%	121
2017 Q3	$220K	Buy	13,957 +72	+0.5%	+$1.15K	0.08%	120
2017 Q2	$218K	Hold	13,885	–	–	0.08%	112
2017 Q1	$240K	Sell	13,885 -21,936	-61%	-$363K	0.09%	101
2016 Q4	$541K	Buy	+35,821	New	+$582K	0.15%	95

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aveo Capital Partners's SLV Position: Q2 2024 in Review

Aveo Capital Partners sold out of iShares Silver Trust (SLV) in Q2 2024, closing a stake of 17,346 shares — an estimated $420K sold.

Aveo Capital Partners first reported a position in SLV in Q4 2016 and held it in 6 quarters. The position peaked at $541K in Q4 2016. 868 funds tracked by Wall St. Rank hold SLV as of Q2 2024.

Aveo Capital Partners reported no remaining iShares Silver Trust position as of Q2 2024 after selling out during the quarter.
Aveo Capital Partners sold 17,346 iShares Silver Trust shares in Q2 2024, an estimated $420K.
Aveo Capital Partners first reported a position in iShares Silver Trust in Q4 2016 and held it in 6 quarters.
Aveo Capital Partners's iShares Silver Trust position peaked at $541K in Q4 2016.
868 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.