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Next Financial Group’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Next Financial Group’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
2021
Q3 		– Sell
-5,942
Closed -$82.5K – 2809
2021
Q2 		$91K Buy
+5,942
New +$98.3K 0.01% 1164

Other funds holding SLVP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's SLVP Position: Q3 2021 in Review

Next Financial Group sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2021, closing a stake of 5,942 shares — an estimated $82.5K sold.

Next Financial Group first reported a position in SLVP in Q2 2021 and held it in 1 quarter. The position peaked at $91K in Q2 2021. 48 funds tracked by Wall St. Rank hold SLVP as of Q3 2021.

  • Next Financial Group reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 5,942 iShares MSCI Global Silver and Metals Miners ETF shares in Q3 2021, an estimated $82.5K.
  • Next Financial Group first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2021 and held it in 1 quarter.
  • Next Financial Group's iShares MSCI Global Silver and Metals Miners ETF position peaked at $91K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.