Clear Point Advisors’s iShares Silver Trust SLV Stock Holding History

Clear Point Advisors’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 Q4	–	Sell	-925	Closed	-$26.3K	–	464
2024 Q3	$26.3K	Hold	925	–	–	0.02%	259
2024 Q2	$24.6K	Hold	925	–	–	0.02%	253
2024 Q1	$21K	Hold	925	–	–	0.02%	273
2023 Q4	$20.1K	Buy	+925	New	+$19.7K	0.02%	267

Other funds holding SLV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Clear Point Advisors's SLV Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares Silver Trust (SLV) in Q4 2024, closing a stake of 925 shares — an estimated $26.3K sold.

Clear Point Advisors first reported a position in SLV in Q4 2023 and held it in 4 quarters. The position peaked at $26.3K in Q3 2024. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

Clear Point Advisors reported no remaining iShares Silver Trust position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 925 iShares Silver Trust shares in Q4 2024, an estimated $26.3K.
Clear Point Advisors first reported a position in iShares Silver Trust in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's iShares Silver Trust position peaked at $26.3K in Q3 2024.
935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.