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Sandbox Financial Partners’s iShares Silver Trust SLV Stock Holding History

Sandbox Financial Partners’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
Q4 		– Sell
-7,914
Closed -$225K – 113
2024
Q3 		$225K Buy
+7,914
New +$213K 0.08% 99

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UBS Group
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Bank of America
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LPL Financial
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CTC (Chicago Trading Company)
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Sandbox Financial Partners's SLV Position: Q4 2024 in Review

Sandbox Financial Partners sold out of iShares Silver Trust (SLV) in Q4 2024, closing a stake of 7,914 shares — an estimated $225K sold.

Sandbox Financial Partners first reported a position in SLV in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

  • Sandbox Financial Partners reported no remaining iShares Silver Trust position as of Q4 2024 after selling out during the quarter.
  • Sandbox Financial Partners sold 7,914 iShares Silver Trust shares in Q4 2024, an estimated $225K.
  • Sandbox Financial Partners first reported a position in iShares Silver Trust in Q3 2024 and held it in 1 quarter.
  • Sandbox Financial Partners's iShares Silver Trust position peaked at $225K in Q3 2024.
  • 935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Sandbox Financial Partners's 13F filing for Q4 2024, filed 15 Jan 2025.