Householder Group Estate & Retirement Specialist’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-625	Closed	-$8K	–	1114
2024 Q3	$8K	Hold	625	–	–	﹤0.01%	863
2024 Q2	$7K	Hold	625	–	–	﹤0.01%	890
2024 Q1	$6.35K	Hold	625	–	–	﹤0.01%	898
2023 Q4	$6K	Hold	625	–	–	﹤0.01%	873
2023 Q3	$5.36K	Buy	+625	New	+$6K	﹤0.01%	925
2023 Q1	$7K	Buy	+625	New	+$6.71K	﹤0.01%	893
2022 Q4	–	Sell	-625	Closed	-$5K	–	997
2022 Q3	$5K	Buy	+625	New	+$5.79K	﹤0.01%	868

Other funds holding SLVP

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q4 2024, closing a stake of 625 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in SLVP in Q3 2022 and held it in 7 quarters. The position peaked at $8K in Q3 2024. 55 funds tracked by Wall St. Rank hold SLVP as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 625 iShares MSCI Global Silver and Metals Miners ETF shares in Q4 2024, an estimated $8K.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares MSCI Global Silver and Metals Miners ETF position peaked at $8K in Q3 2024.
55 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2024.

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