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Greatmark Investment Partners’s iShares Silver Trust SLV Stock Holding History

Greatmark Investment Partners’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
Q4 		– Sell
-9,000
Closed -$256K – 142
2024
Q3 		$256K Hold
9,000
– – 0.03% 118
2024
Q2 		$239K Hold
9,000
– – 0.03% 117
2024
Q1 		$205K Buy
+9,000
New +$192K 0.03% 125

Other funds holding SLV

Koshinski Asset Management
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Greatmark Investment Partners's SLV Position: Q4 2024 in Review

Greatmark Investment Partners sold out of iShares Silver Trust (SLV) in Q4 2024, closing a stake of 9,000 shares — an estimated $256K sold.

Greatmark Investment Partners first reported a position in SLV in Q1 2024 and held it in 3 quarters. The position peaked at $256K in Q3 2024. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

  • Greatmark Investment Partners reported no remaining iShares Silver Trust position as of Q4 2024 after selling out during the quarter.
  • Greatmark Investment Partners sold 9,000 iShares Silver Trust shares in Q4 2024, an estimated $256K.
  • Greatmark Investment Partners first reported a position in iShares Silver Trust in Q1 2024 and held it in 3 quarters.
  • Greatmark Investment Partners's iShares Silver Trust position peaked at $256K in Q3 2024.
  • 935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Greatmark Investment Partners's 13F filing for Q4 2024, filed 10 Feb 2025.