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

Strategic Wealth Partners’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
Q1 		– Sell
-10,178
Closed -$107K – 277
2022
Q4 		$107K Buy
+10,178
New +$102K 0.02% 256

Other funds holding SLVP

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Strategic Wealth Partners's SLVP Position: Q1 2023 in Review

Strategic Wealth Partners sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2023, closing a stake of 10,178 shares — an estimated $107K sold.

Strategic Wealth Partners first reported a position in SLVP in Q4 2022 and held it in 1 quarter. The position peaked at $107K in Q4 2022. 48 funds tracked by Wall St. Rank hold SLVP as of Q1 2023.

  • Strategic Wealth Partners reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 10,178 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2023, an estimated $107K.
  • Strategic Wealth Partners first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2022 and held it in 1 quarter.
  • Strategic Wealth Partners's iShares MSCI Global Silver and Metals Miners ETF position peaked at $107K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2023.

Based on Strategic Wealth Partners's 13F filing for Q1 2023, filed 24 Apr 2023.