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Baystate Wealth Management’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Baystate Wealth Management’s Portfolio SLVO Stock Details SLVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$3.74K Buy
+50
New +$3.62K ﹤0.01% 946

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HB
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CS
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Baystate Wealth Management's SLVO Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q4 2023: 50 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings.

15 funds tracked by Wall St. Rank hold SLVO as of Q4 2023.

  • Baystate Wealth Management held 50 shares of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 worth $3.74K as of Q4 2023.
  • Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 was a new Baystate Wealth Management position in Q4 2023.
  • Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #946 holding.
  • 15 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.