TWPM
EXK

Total Wealth Planning & Management’s Endeavour Silver EXK Stock Holding History

Total Wealth Planning & Management’s Portfolio EXK Stock Details EXK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,600
Closed -$80.8K – 222
2025
Q4 		$80.8K Buy
+8,600
New +$72.9K 0.06% 203

Other funds holding EXK

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CM
Condire Management Dallas, Texas $942M AUM 83.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Total Wealth Planning & Management's EXK Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Endeavour Silver (EXK) in Q1 2026, closing a stake of 8,600 shares — an estimated $80.8K sold.

Total Wealth Planning & Management first reported a position in EXK in Q4 2025 and held it in 1 quarter. The position peaked at $80.8K in Q4 2025. 214 funds tracked by Wall St. Rank hold EXK as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Endeavour Silver position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 8,600 Endeavour Silver shares in Q1 2026, an estimated $80.8K.
  • Total Wealth Planning & Management first reported a position in Endeavour Silver in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Endeavour Silver position peaked at $80.8K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Endeavour Silver as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.