FMWA
Forvis Mazars Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $485K | Buy |
14,772
+1,535
| +12% | +$50.4K | 0.01% | 290 |
|
2025
Q1 | $410K | Buy |
13,237
+80
| +0.6% | +$2.48K | 0.01% | 314 |
|
2024
Q4 | $346K | Buy |
13,157
+879
| +7% | +$23.1K | 0.01% | 359 |
|
2024
Q3 | $349K | Buy |
12,278
+2,845
| +30% | +$80.8K | 0.01% | 360 |
|
2024
Q2 | $251K | Buy |
+9,433
| New | +$251K | 0.01% | 375 |
|