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Naples Money Management’s iShares Silver Trust SLV Stock Holding History

Naples Money Management’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
Q3 		$14.2K Hold
500
– – 0.01% 153
2024
Q2 		$13.4K Hold
500
– – 0.01% 158
2024
Q1 		$11.4K Hold
500
– – 0.01% 186
2023
Q4 		$10.9K Buy
+500
New +$10.6K 0.01% 189

Other funds holding SLV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Naples Money Management's SLV Position: Q3 2024 in Review

Naples Money Management held its iShares Silver Trust (SLV) position steady in Q3 2024 at 500 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #153.

Naples Money Management first reported a position in SLV in Q4 2023 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold SLV as of Q3 2024.

  • Naples Money Management held 500 shares of iShares Silver Trust worth $14.2K as of Q3 2024.
  • Naples Money Management left its iShares Silver Trust share count unchanged in Q3 2024.
  • iShares Silver Trust made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #153 holding.
  • Naples Money Management first reported a position in iShares Silver Trust in Q4 2023 and has held it in 4 quarters since.
  • 914 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.