CWM
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Congress Wealth Management’s iShares Silver Trust SLV Stock Holding History

Congress Wealth Management’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.97M Buy
59,927
+31,959
+114% +$1.05M 0.02% 561
2025
Q1 		$864K Buy
+27,968
New +$864K 0.01% 668