Householder Group Estate & Retirement Specialist’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,426	Closed	-$101K	–	1108
2024 Q3	$101K	Buy	3,426 +1,760	+106%	+$49.5K	0.03%	357
2024 Q2	$46K	Hold	1,666	–	–	0.01%	497
2024 Q1	$39.7K	Hold	1,666	–	–	0.01%	522
2023 Q4	$37K	Hold	1,666	–	–	0.01%	519
2023 Q3	$35.4K	Buy	+1,666	New	+$37.6K	0.01%	516
2023 Q1	$33K	Buy	+1,446	New	+$31.3K	0.01%	526
2022 Q4	–	Sell	-886	Closed	-$16K	–	988
2022 Q3	$16K	Buy	+886	New	+$16.4K	0.01%	630

Other funds holding SIVR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SIVR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2024, closing a stake of 3,426 shares — an estimated $101K sold.

Householder Group Estate & Retirement Specialist first reported a position in SIVR in Q3 2022 and held it in 7 quarters. The position peaked at $101K in Q3 2024. 207 funds tracked by Wall St. Rank hold SIVR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,426 abrdn Physical Silver Shares ETF shares in Q4 2024, an estimated $101K.
Householder Group Estate & Retirement Specialist first reported a position in abrdn Physical Silver Shares ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's abrdn Physical Silver Shares ETF position peaked at $101K in Q3 2024.
207 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.