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

Sweet 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
Q3 		$224K Hold
7,889
– – 0.05% 182
2024
Q2 		$210K Buy
+7,889
New +$207K 0.05% 183
2022
Q2 		– Sell
-8,874
Closed -$203K – 182
2022
Q1 		$203K Buy
+8,874
New +$197K 0.05% 166

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sweet Financial Partners's SLV Position: Q3 2024 in Review

Sweet Financial Partners held its iShares Silver Trust (SLV) position steady in Q3 2024 at 7,889 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #182.

Sweet Financial Partners first reported a position in SLV in Q1 2022 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold SLV as of Q3 2024.

  • Sweet Financial Partners held 7,889 shares of iShares Silver Trust worth $224K as of Q3 2024.
  • Sweet Financial Partners left its iShares Silver Trust share count unchanged in Q3 2024.
  • iShares Silver Trust made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #182 holding.
  • Sweet Financial Partners first reported a position in iShares Silver Trust in Q1 2022 and has held it in 3 quarters since.
  • 916 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.