Creekmur Asset Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Creekmur Asset Management’s Portfolio SLVP Stock Details SLVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-200	Closed	-$2.04K	–	902
2023 Q4	$2.04K	Buy	+200	New	+$1.87K	﹤0.01%	685

Other funds holding SLVP

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Creekmur Asset Management's SLVP Position: Q1 2024 in Review

Creekmur Asset Management sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2024, closing a stake of 200 shares — an estimated $2.04K sold.

Creekmur Asset Management first reported a position in SLVP in Q4 2023 and held it in 1 quarter. The position peaked at $2.04K in Q4 2023. 48 funds tracked by Wall St. Rank hold SLVP as of Q1 2024.

Creekmur Asset Management reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2024 after selling out during the quarter.
Creekmur Asset Management sold 200 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2024, an estimated $2.04K.
Creekmur Asset Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2023 and held it in 1 quarter.
Creekmur Asset Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $2.04K in Q4 2023.
48 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.