Financial Synergies Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-967	Closed	-$22K	–	400
2024 Q1	$22K	Sell	967 -10	-1%	-$214	﹤0.01%	185
2023 Q4	$21.5K	Buy	977 +10	+1%	+$213	﹤0.01%	136
2023 Q3	$19.7K	Hold	967	–	–	﹤0.01%	177
2023 Q2	$20.2K	Hold	967	–	–	﹤0.01%	167
2023 Q1	$21.4K	Sell	967 -10	-1%	-$207	﹤0.01%	169
2022 Q4	$21.5K	Hold	977	–	–	﹤0.01%	136
2022 Q3	$17.1K	Hold	977	–	–	﹤0.01%	135
2022 Q2	$18.2K	Buy	+977	New	+$20.4K	﹤0.01%	139

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's SLV Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares Silver Trust (SLV) in Q2 2024, closing a stake of 967 shares — an estimated $22K sold.

Financial Synergies Wealth Advisors first reported a position in SLV in Q2 2022 and held it in 8 quarters. The position peaked at $22K in Q1 2024. 868 funds tracked by Wall St. Rank hold SLV as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares Silver Trust position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 967 iShares Silver Trust shares in Q2 2024, an estimated $22K.
Financial Synergies Wealth Advisors first reported a position in iShares Silver Trust in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's iShares Silver Trust position peaked at $22K in Q1 2024.
868 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.