LMKC
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L.M. Kohn & Company’s iShares Silver Trust SLV Stock Holding History

L.M. Kohn & Company’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
-13,644
Closed -$363K – 305
2024
Q2 		$363K Buy
+13,644
New +$359K 0.1% 173

Other funds holding SLV

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
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

L.M. Kohn & Company's SLV Position: Q3 2024 in Review

L.M. Kohn & Company sold out of iShares Silver Trust (SLV) in Q3 2024, closing a stake of 13,644 shares — an estimated $363K sold.

L.M. Kohn & Company first reported a position in SLV in Q2 2024 and held it in 1 quarter. The position peaked at $363K in Q2 2024. 914 funds tracked by Wall St. Rank hold SLV as of Q3 2024.

  • L.M. Kohn & Company reported no remaining iShares Silver Trust position as of Q3 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 13,644 iShares Silver Trust shares in Q3 2024, an estimated $363K.
  • L.M. Kohn & Company first reported a position in iShares Silver Trust in Q2 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's iShares Silver Trust position peaked at $363K in Q2 2024.
  • 914 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.