LM Advisors’s iShares Silver Trust SLV Stock Holding History

LM Advisors’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 Q1	–	Sell	-292	Closed	-$6.36K	–	635
2023 Q4	$6.36K	Buy	+292	New	+$6.22K	﹤0.01%	571

Other funds holding SLV

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

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

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

NWI Management New York $1.76B AUM 45.08% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LM Advisors's SLV Position: Q1 2024 in Review

LM Advisors sold out of iShares Silver Trust (SLV) in Q1 2024, closing a stake of 292 shares — an estimated $6.36K sold.

LM Advisors first reported a position in SLV in Q4 2023 and held it in 1 quarter. The position peaked at $6.36K in Q4 2023. 788 funds tracked by Wall St. Rank hold SLV as of Q1 2024.

LM Advisors reported no remaining iShares Silver Trust position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 292 iShares Silver Trust shares in Q1 2024, an estimated $6.36K.
LM Advisors first reported a position in iShares Silver Trust in Q4 2023 and held it in 1 quarter.
LM Advisors's iShares Silver Trust position peaked at $6.36K in Q4 2023.
788 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.