Delos Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Delos Wealth 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
2023 Q2	–	Sell	-306	Closed	-$6.77K	–	395
2023 Q1	$6.77K	Hold	306	–	–	0.01%	147
2022 Q4	$6.74K	Buy	+306	New	+$5.99K	0.01%	162

Other funds holding SLV

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Delos Wealth Advisors's SLV Position: Q2 2023 in Review

Delos Wealth Advisors sold out of iShares Silver Trust (SLV) in Q2 2023, closing a stake of 306 shares — an estimated $6.77K sold.

Delos Wealth Advisors first reported a position in SLV in Q4 2022 and held it in 2 quarters. The position peaked at $6.77K in Q1 2023. 754 funds tracked by Wall St. Rank hold SLV as of Q2 2023.

Delos Wealth Advisors reported no remaining iShares Silver Trust position as of Q2 2023 after selling out during the quarter.
Delos Wealth Advisors sold 306 iShares Silver Trust shares in Q2 2023, an estimated $6.77K.
Delos Wealth Advisors first reported a position in iShares Silver Trust in Q4 2022 and held it in 2 quarters.
Delos Wealth Advisors's iShares Silver Trust position peaked at $6.77K in Q1 2023.
754 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2023.

Based on Delos Wealth Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.