Morton Brown Family Wealth’s iShares Silver Trust SLV Stock Holding History

Morton Brown Family Wealth’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 Q2	–	Sell	-500	Closed	-$11.1K	–	271
2023 Q1	$11.1K	Buy	+500	New	+$10.4K	0.01%	124

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morton Brown Family Wealth's SLV Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of iShares Silver Trust (SLV) in Q2 2023, closing a stake of 500 shares — an estimated $11.1K sold.

Morton Brown Family Wealth first reported a position in SLV in Q1 2023 and held it in 1 quarter. The position peaked at $11.1K in Q1 2023. 754 funds tracked by Wall St. Rank hold SLV as of Q2 2023.

Morton Brown Family Wealth reported no remaining iShares Silver Trust position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 500 iShares Silver Trust shares in Q2 2023, an estimated $11.1K.
Morton Brown Family Wealth first reported a position in iShares Silver Trust in Q1 2023 and held it in 1 quarter.
Morton Brown Family Wealth's iShares Silver Trust position peaked at $11.1K in Q1 2023.
754 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.