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Legend Financial Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Legend Financial Advisors’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
-16
Closed -$476 – 274
2024
Q3 		$476 Sell
16
-27
-63% -$760 ﹤0.01% 147
2024
Q2 		$1.2K Hold
43
– – ﹤0.01% 245
2024
Q1 		$1.02K Sell
43
-85
-66% -$1.9K ﹤0.01% 180
2023
Q4 		$2.92K Hold
128
– – ﹤0.01% 170
2023
Q3 		$2.72K Hold
128
– – ﹤0.01% 175
2023
Q2 		$2.8K Buy
+128
New +$2.97K ﹤0.01% 195

Other funds holding SIVR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Legend Financial Advisors's SIVR Position: Q4 2024 in Review

Legend Financial Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2024, closing a stake of 16 shares — an estimated $476 sold.

Legend Financial Advisors first reported a position in SIVR in Q2 2023 and held it in 6 quarters. The position peaked at $2.92K in Q4 2023. 207 funds tracked by Wall St. Rank hold SIVR as of Q4 2024.

  • Legend Financial Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 16 abrdn Physical Silver Shares ETF shares in Q4 2024, an estimated $476.
  • Legend Financial Advisors first reported a position in abrdn Physical Silver Shares ETF in Q2 2023 and held it in 6 quarters.
  • Legend Financial Advisors's abrdn Physical Silver Shares ETF position peaked at $2.92K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2024.

Based on Legend Financial Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.