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Heritage Oak Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-24,139
Closed -$686K – 164
2024
Q3 		$686K Buy
+24,139
New +$649K 0.32% 51

Other funds holding SLV

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Heritage Oak Wealth Advisors's SLV Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares Silver Trust (SLV) in Q4 2024, closing a stake of 24,139 shares — an estimated $686K sold.

Heritage Oak Wealth Advisors first reported a position in SLV in Q3 2024 and held it in 1 quarter. The position peaked at $686K in Q3 2024. 938 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares Silver Trust position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 24,139 iShares Silver Trust shares in Q4 2024, an estimated $686K.
  • Heritage Oak Wealth Advisors first reported a position in iShares Silver Trust in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares Silver Trust position peaked at $686K in Q3 2024.
  • 938 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.