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Tandem Wealth Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Tandem Wealth Advisors’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,003
Closed -$23.1K – 75
2022
Q4 		$23.1K Buy
+1,003
New +$20.5K 0.01% 69

Other funds holding SIVR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Tandem Wealth Advisors's SIVR Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2023, closing a stake of 1,003 shares — an estimated $23.1K sold.

Tandem Wealth Advisors first reported a position in SIVR in Q4 2022 and held it in 1 quarter. The position peaked at $23.1K in Q4 2022. 151 funds tracked by Wall St. Rank hold SIVR as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 1,003 abrdn Physical Silver Shares ETF shares in Q1 2023, an estimated $23.1K.
  • Tandem Wealth Advisors first reported a position in abrdn Physical Silver Shares ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's abrdn Physical Silver Shares ETF position peaked at $23.1K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.