Financial Synergies Wealth Advisors’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio SLVO Stock Details SLVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1	Closed	-$55	–	514
2022 Q2	$55	Buy	+1	New	+$94	﹤0.01%	486

Other funds holding SLVO

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's SLVO Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q3 2022, closing a stake of 1 share — an estimated $55 sold.

Financial Synergies Wealth Advisors first reported a position in SLVO in Q2 2022 and held it in 1 quarter. The position peaked at $55 in Q2 2022. 19 funds tracked by Wall St. Rank hold SLVO as of Q3 2022.

Financial Synergies Wealth Advisors reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q3 2022 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 share in Q3 2022, an estimated $55.
Financial Synergies Wealth Advisors first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q2 2022 and held it in 1 quarter.
Financial Synergies Wealth Advisors's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $55 in Q2 2022.
19 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.