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Founders Financial Alliance’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Founders Financial Alliance’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,369
Closed -$142K – 537
2022
Q2 		$142K Buy
+14,369
New +$175K 0.07% 233

Other funds holding SLVP

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1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Founders Financial Alliance's SLVP Position: Q3 2022 in Review

Founders Financial Alliance sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2022, closing a stake of 14,369 shares — an estimated $142K sold.

Founders Financial Alliance first reported a position in SLVP in Q2 2022 and held it in 1 quarter. The position peaked at $142K in Q2 2022. 46 funds tracked by Wall St. Rank hold SLVP as of Q3 2022.

  • Founders Financial Alliance reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 14,369 iShares MSCI Global Silver and Metals Miners ETF shares in Q3 2022, an estimated $142K.
  • Founders Financial Alliance first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2022 and held it in 1 quarter.
  • Founders Financial Alliance's iShares MSCI Global Silver and Metals Miners ETF position peaked at $142K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.