Baystate Wealth Management
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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

Other funds holding SLVO

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Susquehanna International Group
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HTLF Bank
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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.