Edmonds Duncan Registered Investment Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 Q3	$174K	Hold	13,115	–	–	0.04%	104
2024 Q2	$151K	Hold	13,115	–	–	0.04%	126
2024 Q1	$133K	Hold	13,115	–	–	0.03%	133
2023 Q4	$134K	Hold	13,115	–	–	0.03%	128
2023 Q3	$112K	Hold	13,115	–	–	0.03%	129
2023 Q2	$127K	Hold	13,115	–	–	0.04%	133
2023 Q1	$150K	Hold	13,115	–	–	0.05%	133
2022 Q4	$138K	Hold	13,115	–	–	0.05%	129
2022 Q3	$117K	Hold	13,115	–	–	0.04%	119
2022 Q2	$129K	Hold	13,115	–	–	0.04%	124
2022 Q1	$186K	Hold	13,115	–	–	0.05%	133
2021 Q4	$176K	Buy	13,115 +1,200	+10%	+$16.1K	0.05%	137
2021 Q3	$147K	Hold	11,915	–	–	0.04%	137
2021 Q2	$183K	Hold	11,915	–	–	0.06%	136
2021 Q1	$176K	Hold	11,915	–	–	0.06%	124
2020 Q4	$188K	Hold	11,915	–	–	0.06%	126
2020 Q3	$186K	Hold	11,915	–	–	0.08%	101
2020 Q2	$160K	Hold	11,915	–	–	0.07%	104
2020 Q1	$91K	Buy	+11,915	New	+$116K	0.05%	103

Other funds holding SLVP

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

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

1WA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $871M AUM 21.22% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's SLVP Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q3 2024 at 13,115 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #104.

Edmonds Duncan Registered Investment Advisors first reported a position in SLVP in Q1 2020 and has held it in 19 quarters since. The position peaked at $188K in Q4 2020. 54 funds tracked by Wall St. Rank hold SLVP as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 13,115 shares of iShares MSCI Global Silver and Metals Miners ETF worth $174K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors left its iShares MSCI Global Silver and Metals Miners ETF share count unchanged in Q3 2024.
iShares MSCI Global Silver and Metals Miners ETF made up 0.04% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #104 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2020 and has held it in 19 quarters since.
Edmonds Duncan Registered Investment Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $188K in Q4 2020.
54 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.