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Bartlett & Co’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Bartlett & Co’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$14K Hold
1,400
– – ﹤0.01% 950
2023
Q3 		$12K Buy
+1,400
New +$13.4K ﹤0.01% 905

Other funds holding SLVP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bartlett & Co's SLVP Position: Q4 2023 in Review

Bartlett & Co held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q4 2023 at 1,400 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Bartlett & Co first reported a position in SLVP in Q3 2023 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold SLVP as of Q4 2023.

  • Bartlett & Co held 1,400 shares of iShares MSCI Global Silver and Metals Miners ETF worth $14K as of Q4 2023.
  • Bartlett & Co left its iShares MSCI Global Silver and Metals Miners ETF share count unchanged in Q4 2023.
  • iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #950 holding.
  • Bartlett & Co first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2023 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.