Ledge Wealth Management’s iShares Silver Trust SLV Stock Holding History

Ledge Wealth Management’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
2023 Q4	$314K	Hold	14,400	–	–	0.12%	52
2023 Q3	$293K	Hold	14,400	–	–	0.13%	52
2023 Q2	$301K	Hold	14,400	–	–	0.14%	52
2023 Q1	$319K	Hold	14,400	–	–	0.15%	54
2022 Q4	$317K	Hold	14,400	–	–	0.14%	63
2022 Q3	$252K	Hold	14,400	–	–	0.15%	62
2022 Q2	$268K	Hold	14,400	–	–	0.16%	61
2022 Q1	$329K	Buy	+14,400	New	+$320K	0.2%	62

Other funds holding SLV

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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ledge Wealth Management's SLV Position: Q4 2023 in Review

Ledge Wealth Management held its iShares Silver Trust (SLV) position steady in Q4 2023 at 14,400 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #52.

Ledge Wealth Management first reported a position in SLV in Q1 2022 and has held it in 8 quarters since. The position peaked at $329K in Q1 2022. 769 funds tracked by Wall St. Rank hold SLV as of Q4 2023.

Ledge Wealth Management held 14,400 shares of iShares Silver Trust worth $314K as of Q4 2023.
Ledge Wealth Management left its iShares Silver Trust share count unchanged in Q4 2023.
iShares Silver Trust made up 0.12% of Ledge Wealth Management's portfolio in Q4 2023, its #52 holding.
Ledge Wealth Management first reported a position in iShares Silver Trust in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's iShares Silver Trust position peaked at $329K in Q1 2022.
769 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.