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Financial Freedom LLC’s iShares Silver Trust SLV Stock Holding History

Financial Freedom LLC’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
Q3 		– Sell
-45
Closed -$940 – 405
2023
Q2 		$940 Hold
45
– – ﹤0.01% 375
2023
Q1 		$995 Hold
45
– – ﹤0.01% 371
2022
Q4 		$991 Buy
+45
New +$881 ﹤0.01% 372

Other funds holding SLV

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Freedom LLC's SLV Position: Q3 2023 in Review

Financial Freedom LLC sold out of iShares Silver Trust (SLV) in Q3 2023, closing a stake of 45 shares — an estimated $940 sold.

Financial Freedom LLC first reported a position in SLV in Q4 2022 and held it in 3 quarters. The position peaked at $995 in Q1 2023. 740 funds tracked by Wall St. Rank hold SLV as of Q3 2023.

  • Financial Freedom LLC reported no remaining iShares Silver Trust position as of Q3 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 45 iShares Silver Trust shares in Q3 2023, an estimated $940.
  • Financial Freedom LLC first reported a position in iShares Silver Trust in Q4 2022 and held it in 3 quarters.
  • Financial Freedom LLC's iShares Silver Trust position peaked at $995 in Q1 2023.
  • 740 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2023.

Based on Financial Freedom LLC's 13F filing for Q3 2023, filed 6 Nov 2023.