NewEdge Wealth’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

NewEdge Wealth’s Portfolio SLVP Stock Details SLVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-32,055	Closed	-$309K	–	672
2023 Q2	$309K	Hold	32,055	–	–	0.01%	538
2023 Q1	$367K	Buy	+32,055	New	+$344K	0.01%	466

Other funds holding SLVP

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

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

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return

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

NewEdge Wealth's SLVP Position: Q3 2023 in Review

NewEdge Wealth sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2023, closing a stake of 32,055 shares — an estimated $309K sold.

NewEdge Wealth first reported a position in SLVP in Q1 2023 and held it in 2 quarters. The position peaked at $367K in Q1 2023. 49 funds tracked by Wall St. Rank hold SLVP as of Q3 2023.

NewEdge Wealth reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q3 2023 after selling out during the quarter.
NewEdge Wealth sold 32,055 iShares MSCI Global Silver and Metals Miners ETF shares in Q3 2023, an estimated $309K.
NewEdge Wealth first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2023 and held it in 2 quarters.
NewEdge Wealth's iShares MSCI Global Silver and Metals Miners ETF position peaked at $367K in Q1 2023.
49 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2023.

Based on NewEdge Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.