Raymond James Financial Services Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$532K	Buy	+40,096	New	+$505K	﹤0.01%	2576
2022 Q4	–	Sell	-46,791	Closed	-$418K	–	3376
2022 Q3	$418K	Buy	46,791 +25,417	+119%	+$236K	﹤0.01%	2361
2022 Q2	$211K	Buy	21,374 +593	+3%	+$7.22K	﹤0.01%	2843
2022 Q1	$296K	Buy	+20,781	New	+$274K	﹤0.01%	2722
2021 Q4	–	Sell	-10,770	Closed	-$133K	–	3429
2021 Q3	$133K	Buy	10,770 +8	+0.1%	+$111	﹤0.01%	3077
2021 Q2	$165K	Sell	10,762 -65	-0.6%	-$1.07K	﹤0.01%	3058
2021 Q1	$160K	Sell	10,827 -28,746	-73%	-$462K	﹤0.01%	2957
2020 Q4	$677K	Buy	+39,573	New	+$639K	﹤0.01%	1958
2020 Q3	–	Sell	-54,782	Closed	-$734K	–	2975
2020 Q2	$734K	Buy	+54,782	New	+$615K	﹤0.01%	1679
2018 Q4	–	Sell	-10,769	Closed	-$89K	–	2806
2018 Q3	$89K	Buy	+10,769	New	+$97K	﹤0.01%	2670

Other funds holding SLVP

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1WA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Raymond James Financial Services Advisors's SLVP Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2024: 40,096 shares worth $532K. The stake represents ﹤0.01% of the portfolio and ranks #2576 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in SLVP as recently as Q3 2022.

Raymond James Financial Services Advisors first reported a position in SLVP in Q3 2018 and has held it in 10 quarters since. The position peaked at $734K in Q2 2020. 54 funds tracked by Wall St. Rank hold SLVP as of Q3 2024.

Raymond James Financial Services Advisors held 40,096 shares of iShares MSCI Global Silver and Metals Miners ETF worth $532K as of Q3 2024.
iShares MSCI Global Silver and Metals Miners ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2576 holding.
Raymond James Financial Services Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2018 and has held it in 10 quarters since.
Raymond James Financial Services Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $734K in Q2 2020.
54 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.