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Brown Financial Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Brown Financial Advisors’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-963
Closed -$26.8K – 204
2024
Q2 		$26.8K Buy
+963
New +$26.5K 0.01% 160

Other funds holding SIVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Brown Financial Advisors's SIVR Position: Q3 2024 in Review

Brown Financial Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q3 2024, closing a stake of 963 shares — an estimated $26.8K sold.

Brown Financial Advisors first reported a position in SIVR in Q2 2024 and held it in 1 quarter. The position peaked at $26.8K in Q2 2024. 195 funds tracked by Wall St. Rank hold SIVR as of Q3 2024.

  • Brown Financial Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 963 abrdn Physical Silver Shares ETF shares in Q3 2024, an estimated $26.8K.
  • Brown Financial Advisors first reported a position in abrdn Physical Silver Shares ETF in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's abrdn Physical Silver Shares ETF position peaked at $26.8K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.