Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-736
Closed -$15.6K – 430
2023
Q3 		$15.6K Buy
+736
New +$16.6K ﹤0.01% 297

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Legacy Financial Group (Iowa)'s SIVR Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2023, closing a stake of 736 shares — an estimated $15.6K sold.

Legacy Financial Group (Iowa) first reported a position in SIVR in Q3 2023 and held it in 1 quarter. The position peaked at $15.6K in Q3 2023. 158 funds tracked by Wall St. Rank hold SIVR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 736 abrdn Physical Silver Shares ETF shares in Q4 2023, an estimated $15.6K.
  • Legacy Financial Group (Iowa) first reported a position in abrdn Physical Silver Shares ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s abrdn Physical Silver Shares ETF position peaked at $15.6K in Q3 2023.
  • 158 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.