Foster Victor Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Foster Victor 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
2023 Q3	–	Sell	-17,150	Closed	-$364K	–	173
2023 Q2	$364K	Buy	17,150 +2,000	+13%	+$44.5K	0.04%	118
2023 Q1	$348K	Buy	+15,150	New	+$314K	0.04%	121
2019 Q4	–	Sell	-9,076	Closed	-$148K	–	119
2019 Q3	$148K	Hold	9,076	–	–	0.08%	90
2019 Q2	$128K	Sell	9,076 -1,000	-10%	-$14K	0.09%	95
2019 Q1	$143K	Hold	10,076	–	–	0.11%	89
2018 Q4	$146K	Buy	+10,076	New	+$138K	0.14%	79

Other funds holding SLV

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

CTC (Chicago Trading Company)

CTC (Chicago Trading Company) Chicago, Illinois $1.25B AUM 46.5% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B 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 $528B AUM 27.57% 1-Year Est. Return