Econ Financial Services’s iShares Silver Trust SLV Stock Holding History

Econ Financial Services’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	-71,778	Closed	-$2.04M	–	106
2024 Q3	$2.04M	Buy	71,778 +77	+0.1%	+$2.07K	1.14%	20
2024 Q2	$1.91M	Sell	71,701 -366	-0.5%	-$9.63K	1.18%	22
2024 Q1	$1.64M	Buy	+72,067	New	+$1.54M	1.02%	30
2022 Q1	–	Sell	-51,734	Closed	-$1.11M	–	191
2021 Q4	$1.11M	Buy	+51,734	New	+$1.12M	0.82%	32

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

Econ Financial Services's SLV Position: Q4 2024 in Review

Econ Financial Services sold out of iShares Silver Trust (SLV) in Q4 2024, closing a stake of 71,778 shares — an estimated $2.04M sold.

Econ Financial Services first reported a position in SLV in Q4 2021 and held it in 4 quarters. The position peaked at $2.04M in Q3 2024. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

Econ Financial Services reported no remaining iShares Silver Trust position as of Q4 2024 after selling out during the quarter.
Econ Financial Services sold 71,778 iShares Silver Trust shares in Q4 2024, an estimated $2.04M.
Econ Financial Services first reported a position in iShares Silver Trust in Q4 2021 and held it in 4 quarters.
Econ Financial Services's iShares Silver Trust position peaked at $2.04M in Q3 2024.
935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Econ Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.