MAWAG
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Mid-American Wealth Advisory Group’s iShares Silver Trust SLV Stock Holding History

Mid-American Wealth Advisory Group’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
2025
Q3 		– Sell
-420
Closed -$13.8K – 279
2025
Q2 		$13.8K Buy
+420
New +$12.8K 0.01% 139
2024
Q3 		– Sell
-13,445
Closed -$357K – 61
2024
Q2 		$357K Sell
13,445
-386
-3% -$10.2K 0.23% 39
2024
Q1 		$315K Sell
13,831
-2,493
-15% -$53.3K 0.21% 35
2023
Q4 		$356K Sell
16,324
-363
-2% -$7.73K 0.26% 32
2023
Q3 		$335K Sell
16,687
-147,831
-90% -$3.19M 0.27% 30
2023
Q2 		$3.64M Buy
+164,518
New +$3.66M 2.84% 12
2022
Q1 		$3.44M Buy
150,578
+100,474
+201% +$2.23M 2.7% 12
2021
Q4 		$1.08M Buy
+50,104
New +$1.08M 0.87% 33

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return