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Gilliland Jeter Wealth Management’s iShares Silver Trust SLV Stock Holding History

Gilliland Jeter Wealth Management’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
Q3 		– Sell
-10
Closed -$266 – 695
2024
Q2 		$266 Buy
+10
New +$263 ﹤0.01% 672

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gilliland Jeter Wealth Management's SLV Position: Q3 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares Silver Trust (SLV) in Q3 2024, closing a stake of 10 shares — an estimated $266 sold.

Gilliland Jeter Wealth Management first reported a position in SLV in Q2 2024 and held it in 1 quarter. The position peaked at $266 in Q2 2024. 916 funds tracked by Wall St. Rank hold SLV as of Q3 2024.

  • Gilliland Jeter Wealth Management reported no remaining iShares Silver Trust position as of Q3 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 10 iShares Silver Trust shares in Q3 2024, an estimated $266.
  • Gilliland Jeter Wealth Management first reported a position in iShares Silver Trust in Q2 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's iShares Silver Trust position peaked at $266 in Q2 2024.
  • 916 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.